A number of articles surfaced last Friday about AWS selling network switching infrastructure used in its own environment to enterprises. This news had a ripple effect in the market as some of the major network companies saw a dip in their stock prices.
If the sources are accurate, AWS is, at the very least, contemplating this strategy. If it decides to enter the market, this could be highly disruptive to the status quo. Let’s take a minute to think about this, though--it’s not like AWS will be selling data center network switches online – well, at least not yet - I actually just checked and didn’t see any Prime Day specials. If they are seriously considering entering this market, it does highlight a number of things that AWS may have to do to capture the on-premises enterprise market share.