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Google's Holzle Envisions Cloud Business Eclipsing Ads in 2020

  • Top executive foresees vast growth potential for cloud
  • Cloud computing today is like phone market in 2007, he says

In 2020, the standard boilerplate for describing Google may be as a cloud company, rather than an Internet-advertising company, if a top executive has his way.

That’s because Urs Holzle, the company’s senior vice president of infrastructure and one of Google’s earliest employees, thinks cloud computing -- which involves renting out computing power and software over the Internet -- has the potential to be larger than its multibillion-dollar ad business today.