MNTN CEO Skeptical of Meta’s Ambitions to Compete in Cloud Infrastructure
THE SO WHAT
If Meta really leans into cloud infra, the near-term impact is narrative, not workloads—CIOs are locked into AWS, Azure, and Google with real switching costs. For operators, this is a reminder that “AI infra” pitches from non-cloud incumbents will be a negotiation lever with your current provider more than a realistic migration path this cycle.
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