๐๐ฌ๐ญ๐ข๐ฆ๐๐๐จ๐ฌ ๐๐ง๐ฏ๐๐ซ๐ฌ๐จ๐ซ๐๐ฌ, ๐ฒ ๐๐จ๐ฉ๐ข๐๐๐จ๐ซ๐๐ฌ.
La caรญda de ๐ธ๐๐, que sucede varias veces al aรฑo, nos recuerda lo dependientes que somos de la tecnologรญa y me lleva a hacer un post en referencia a la alta dependencia de internet en pocos proveedores, que eleva el riesgo de fallas generales.
La centralizaciรณn del hosting en pocos gigantes de la nube ofrece eficiencia, pero aumenta el riesgo sistรฉmico.
ยฟQuiรฉnes son los principales jugadores?
El mercado de servicios de hosting y nube estรก dominado por un ๐๐๐๐๐๐๐๐๐๐, donde tres empresas controlan la mayor parte de la infraestructura global.
- Amazon Web Services (AWS): Aproximadamente 31-35% del mercado.
- Microsoft Azure: Aproximadamente 22-25% del mercado.
- Google Cloud Platform (GCP): Aproximadamente 10-12% del mercado.
Estas tres empresas, que en conjunto tienen cerca del 70% del mercado, centralizan una porciรณn ๐๐๐๐๐๐๐ de las operaciones en lรญnea a nivel mundial.
La probabilidad de una caรญda total y simultรกnea de todos los grandes proveedores es baja, gracias a la redundancia geogrรกfica de sus data centers, pero la probabilidad de una caรญda significativa en el servicio de un solo proveedor importante (como ๐ธ๐๐), que afecte a una gran cantidad de plataformas, es moderada y ocurre varias veces al aรฑo.
Para cuantificar ๐ฒ๐ฒ๐ฒ de lo que estamos hablando, una hora de inactividad de Internet o de plataformas puede generar un impacto econรณmico catastrรณfico, conocido como "costo del tiempo de inactividad".
Para las empresas de tecnologรญa de primera lรญnea (Por ejemplo una empresa de e-commerce): El costo puede variar de millones a miles de millones de dรณlares por hora, dependiendo de la escala (pรฉrdida de ventas, publicidad y productividad).
La conclusiรณn y reflexiรณn para nuestras inversiones es tener en cuenta que tan dependientes estรกn las acciones de estas empresas de una caรญda sistรฉmica. La diversificaciรณn y la descentralizaciรณn de estos proveedores es un factor mรกs en el anรกlisis fundamental que hagamos de una empresa.
Saludos.-
@diegofj$AMZN (Amazon.com Inc)... Show More Translate
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