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Cloud Services Sector Scorecard Q1 2024 Update - Thematic Intelligence

Publisher GlobalData
Published Apr 19, 2024
Length 14 Pages
SKU # GBDT18789953

Description

Cloud Services Sector Scorecard Q1 2024 Update - Thematic Intelligence


Summary

The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft and Amazon, with Alphabet and IBM also in the top 10. Microsoft and Alphabet, in particular, are aggressively investing in generative artificial intelligence (AI), developing foundational large language models (LLM), and building the infrastructure to offer related services to customers. In recent months, Alphabet launched its Gemini AI model, Microsoft launched its own AI chips and also invested in Mistral, and Microsoft’s strategic partner OpenAI made the case for a $7 trillion investment in AI chips to support AI workloads.

Other vendors in leading positions include several suppliers to the cloud services sector, particularly in areas such as networking and data center infrastructure (Cisco, IBM, Broadcom, HPE, Huawei) and data center colocation (Equinix).

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the cloud services sector over the next two years, based on the key themes set to transform their industry landscape.

Reasons to Buy

Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.

GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.

At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.

Our thematic engine tags over 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, and news-to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.

Table of Contents

14 Pages
Executive Summary
Top Themes for 2024
Sector Scorecard: Cloud Services
Who’s who
Thematic screen
Valuation screen
Risk screen
Our Thematic Research Methodology
About GlobalData
Contact Us
LIST OF FIGURES
Figure 1: The biggest themes driving growth in the tech, media, and telecom industry
Figure 2: ho does what in the cloud services space?
Figure 3: Thematic screen
Figure 4: Valuation screen
Figure 5: Risk screen
Figure 6: Our five-step approach for generating a sector scorecard

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