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by James Robertson.
Original Post: Mainframe 2.0
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Nicholas Carr notes that the build out of online business is making the hunt for physical assets and less expensive power more and more important:
But large software companies are finding that, as more computing tasks move online, they have to compete not just on the elegance of their programs, but on their ingenuity and efficiency in buying and deploying physical assets - land, buildings, computers, and other gear - as well as managing the huge amounts of energy required to keep all the machines running. The management of atoms is becoming as important as the management of bits
In "web 1.0", it was outfits like Sun, selling servers, that made most of the money. With "web 2.0", it's the hosting providers and physical plant people. This trend can only accelerate, IMHO.