Mark Bergen, reporting for Recode on reports that Apple is shifting some of its cloud infrastructure from AWS to Google:
In its bid to raise its name in cloud computing services, Google nabbed a big-name customer: Apple. The iPhone maker recently started storing portions of its iCloud and services data with Google’s cloud platform, according to sources familiar with the deal.
It’s a win for Google, which is gunning for larger companies as cloud customers. But it might be short-lived, as it looks like Apple is also simultaneously building out its own system to bring data stored on its millions of devices in house.
Currently, much of Apple’s iCloud luggage sits with Amazon Web Services, the leading cloud provider by a long mile, and also with Microsoft’s Azure. CRN, the publication which first reported the news, claims that Apple is trimming its reliance on AWS by turning to Google. At minimum, Apple would seem to be adding Google to the mix.
Then there’s Apple’s next step. Morgan Stanley, in a note last month, laid out the tea leaves: Apple has announced three data centers opening soon and spent an estimated $1 billion last year on AWS. It’s a logical move for Apple if it wants more independence from its tech rivals. And it’s one Apple should make to store the growing media libraries from its mobile, TV and TBD products.
According to a source familiar with the matter, Apple already has a team working on this; it’s known internally as “McQueen,” as in Steve. It’s unclear if that project will materialize or when. But a source tells Re/code that the codename refers to Apple’s intent, sometime in the next few years, to break its reliance on all three outside cloud providers in favor of its own soup-to-nuts infrastructure.
It is interesting that Apple uses all three major cloud providers now, but it does give each one the edge to say both: Apple iCloud is hosted here, but not to be able to say they are the primary iCloud hosting provider.