5 Monday Cloud: Disrupting the Value Chain - in Partnership with McKinsey PSB1 14.00-15.15 Abu Dhabi B The cloud is no longer a buzzword, and new business models are likely to create leapfrogging opportunities, however the value chain is still open, with many types of players vying for the top spot. The cloud is already a reality in most organizations, from small SMEs to large corporations, and even the public sector. Creating a G-cloud to enable service delivery is on the agenda for many countries. This shift has the potential to change how the traditional value chain of communication and IT industries work. It provides the opportunity to leverage economies of scale in both infrastructure and capabilities, making IT more accessible to companies. This creates important opportunities, especially in emerging markets, where there has been under-investment in IT. However we are only at the beginning. The opportunity to dominate this area is still open, with a wide range of players (telcos, IT services, hyperscale providers, etc.) trying to capture the space but without clear advantage from any of them so far. Which players and business models will win? 38 panel sesions