Google's infrastructure czar predicts cloud business will outpace ads in 5 years

Google may lag behind its two biggest rivals in the public cloud, but Urs Hölzle, the technology titan's senior vice president for technical infrastructure, sees Google's cloud revenue eclipsing its ad business in five years.

"I think cloud will actually turn out to be a huge business because it's a service business," he said during an interview on stage at the Structure conference in San Francisco on Wednesday. 

Asked what he would say to enterprises that are skeptical about using Google's cloud, Hölzle pointed to the company's long track record providing enterprise services through its Apps productivity suite, and through the Google Search Appliance, which it's been selling to enterprises since 2002. 

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