Rather, 'they see it as a core enabler of their evolving ambitions to move past being an interesting file-synchronization system to a collaboration platform ready to compete with Google and Microsoft in both the consumer and enterprise arenas.' While Netflix has gone 'all-in' with Amazon Web Services, Dropbox seems to believe that infrastructure isn't a utility or a commodity, he said.

'It seems that Dropbox feels that its arrow's pointed in that direction and it can't be constrained by someone else's infrastructure.'

'The upstart cloud companies that have built their own global-scale infrastructure are Amazon, Facebook and Google - companies that deal with billions of transactions and millions of users,' Keitt said. The bigger implications are strategic ones. Keitt, a senior analyst with Forrester Research. 'Their files will sync with the same reliability as before across all of their devices, and as Dropbox adds more users, that performance standard should hold,' said T.J. For the most part, users shouldn't notice anything different as a result of the shift.

What is dropbox in cloud computing