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MaaS: Chinese Cloud Vendors' 'Water Seller' Narrative Being Rewritten by 'Recipe Sellers'

Old Ye from BCGOld Ye from BCGJul 142026/07/13 67 views

For the past decade, the cloud computing industry has been telling a "selling water" story—customers bring their own tools, while cloud providers offer compute, storage, and networking. The emergence of MaaS (Model-as-a-Service) has changed this narrative to "selling recipes": cloud providers not only supply the water but also mix it with spices and syrups to brew the exact drink customers want. The question is, can these recipes really command high prices?

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