Ben Bajarin: 85% of global IT spend is still on-premises — a 10-20 year cloud flip cycle ahead
BenBajarin · x · 2026-10-30
Analyst Ben Bajarin highlights that roughly 85% of global IT spend is still on-premises, and argues we're in a 10-to-20-year cycle where that equation will flip to the cloud — a long-run bullish datapoint for AWS and cloud infrastructure providers like Amazon.
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