It’s easy to assume the public cloud war is over and Amazon has won. Gartner highlights Amazon Web Services offers five times the utilized compute capacity of the other 14 cloud providers in the Gartner Magic Quadrant. Combined.

However impressive this lead may seem, Gartner’s analysis didn’t include the Google Cloud, which hadn’t yet publicly launched.

Google is different from Amazon’s other cloud competitors. And it has something that AWS doesn’t: massive, insanely fast network capacity. This could be a game changer.

AWS: Game, Set … Match?

There are many reasons to love AWS. Unlike the prototypical vendor wielding monopoly power, AWS hasn’t raised prices or slowed innovation. In fact, it has done the exact opposite, relentlessly dropping prices and spinning up new services and features at a torrid pace.

AWS competitors have mostly been caught flat-footed. Gartner analyst Lydia Leong suggests that, “Many [AWS] competitors haven’t had the willingness to invest the resources to compete … they’ve failed to understand that this is a software business, where feature velocity matters.”

Not so at Google. The search conglomerate already sports over 75 developer-centric APIs, far more than AWS. Google groks agile development. But the vulnerability of AWS may not be a matter of development vitesse. It could instead have far more to do with network speeds.

Looking For Amazon’s Achilles Heel

Every competitor is frantically looking for AWS’ weakness, something that can be used against it to win over developers and the enterprises they serve. People have called out security and performance for years, but Amazon keeps marching on.

More recently, Pivotal executive James Waters has argued that Amazon’s quasi-religious devotion to the public cloud leaves it vulnerable to a more flexible approach:

Waters could be right. Trying to push enterprises into a fully public cloud may ultimately fail in the face of strong hybrid approaches from the likes of Pivotal/CloudFoundry. But this may not be enough.

GigaOm’sBarb Darrow lists“8 things Google Cloud could do to freak Amazon out,” but she leaves out one major differentiator, something that Cloudscaling’s Randy Bias latches onto and which may trump all other factors: network capacity.

A Drag Race In The Cloud

As Bias highlights, Google (along with Yahoo! and Microsoft) has been buying dark fiber and deploying it between its data centers for the past decade.” Such networks are capable of Terabit speeds and interconnect Google data centers. This means that “If you own the dark fiber and light it yourself, you can continue to push more bandwidth across the same strands but using new DWDM gear on either side.”

So what? Bias explains:

What can Google do with this? Imagine the ability to have all Google Cloud Storage geo-replicated for free bandwidth costs. With so much bandwidth, moving huge VM images (100+ GB) across the network no longer sounds crazy. What about having your “regions” be as big as the entire eastern or western seaboards? All of this is possible if you have a big, fast, cheap WAN, which Google has and Amazon will never be able to achieve.

Because dark fiber is now in seriously short supply, Amazon doesn’t have the ability to play catch-up simply by spending. AWS is now structurally incapable of competing with Google in terms of supply of bandwidth between its data centers and the cost of delivering that speed.

This is a very big deal. Will it be enough to slow down the AWS juggernaut? Time will tell. But Google is most definitely a real competitor to Amazon in the cloud. Things are about to get interesting.