Clouds on the horizon are not welcomed by investors, but they should be if they are the computing kind: cloud computing is a high-growth sector essential to our ever-expanding digital futures. Investors want to identify and profit from the life-changing megatrends that will dominate our futures. Cloud computing would rank highly on any such list.
But even though the cloud has been part of our daily lives for years, if not decades, it’s not widely recognised despite its compelling long-term prospects. This is all the more surprising when you define it at the most basic level: the cloud is the internet.
When we use the internet, we make a request on our computer for information – say for a weather forecast from the BBC – that is delivered directly to us almost immediately. It might seem like magic, but what really happens, of