????不過沃克認為，亞馬遜網(wǎng)絡服務或許即將發(fā)生更大的變化。他認為亞馬遜有必要考慮把龐大的云計算業(yè)務剝離出去。此舉可以為股東帶來更好的價值。更重要的是，他認為基礎架構即服務（IaaS）市場未來幾年里將不可避免地紅火起來，而剝離將有助于幫助亞馬遜網(wǎng)絡服務進一步實現(xiàn)差異化。沃爾表示：“當然亞馬遜自己可能就是它最大的客戶，不過人們可能會問：亞馬遜網(wǎng)絡服務究竟是一個單獨的業(yè)務，還是一個掛靠在網(wǎng)絡零售企業(yè)下面的服務？”有的企業(yè)和亞馬遜是競爭對手，因而在考慮使用亞馬遜網(wǎng)絡服務時可能存在一些顧慮。而剝離則有助于減輕他們的顧慮。

????雖然分析師們多有揣測，行業(yè)內幕人士也有不少傳聞，不過亞馬遜公司表示，目前暫無剝離網(wǎng)絡服務的計劃。畢竟亞馬遜自己也是在亞馬遜網(wǎng)絡服務上運行的，因此剝離起來十分復雜。另外，雖然亞馬遜網(wǎng)絡服務增長迅速，而且支撐起了一個了不起的業(yè)務生態(tài)系統(tǒng)，但它的收入與亞馬遜去年482億美元的巨額收入相比，還是顯得微不足道。高德納公司（Garter）分析師雷?瓦爾德斯認為：“亞馬遜網(wǎng)絡服務與亞馬遜的電子商務業(yè)務共享的是同一套全球運營體系和基礎架構。”他表示如果亞馬遜網(wǎng)絡服務被剝離出去，可能會失去背后的協(xié)同效應。

????那么亞馬遜的競爭對手會不會有一天在使用亞馬遜網(wǎng)絡服務的問題上感到不安呢？沃爾表示：“人們很可能會想，如果它對亞馬遜的在線商店來說已經(jīng)足夠好了，那么它對我的小型電子商務公司來說也會足夠好的。”

????譯者：樸成奎

????Walker however, suggests bigger changes for AWS may be in store. He argues that a spin-off of the massive cloud infrastructure business warrants consideration. Such a move may drive better value for fickle shareholders. More importantly, he believes it could help further differentiate AWS in the years to come, when the IaaS market eventually, inevitably heats up. Says Walker, "Certainly Amazon may be its largest customer, but people [may] want to ask: Does AWS belong as a standalone business versus one hitched to the back of an online retailing business?" Doing so might could alleviate concerns companies may have in the future about running their businesses on an infrastructure owned by a competitor.

????As much as analysts might war game the scenario or industry insiders whisper about it, Amazon says it has no plans for a spin-off. After all, Amazon runs on AWS, making a split complicated. What's more, even as AWS has grown and supported an impressive ecosystem of other businesses, its revenues still pale in comparison to the monster $48.2 billion total Amazon pulled in last year. "There is a common global scale operations and infrastructure that is shared by Amazon's e-commerce business as well as AWS," argues Gartner analyst Ray Valdes, who says that behind-the-scenes synergy may be lost if AWS were spun out.

????What about competing companies one day getting nervous about using Amazon's digital pipes? Says Walker, "People will more likely think, if it's good enough for Amazon's online store, then it's good enough for my small, little e-commerce business."