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Strategic Intelligence: Cloud Computing

Publisher GlobalData
Published Sep 04, 2025
Length 65 Pages
SKU # GBDT20413249

Description

Strategic Intelligence: Cloud Computing

Summary

The cloud is the dominant model for delivering and maintaining enterprise IT resources. It enables the sharing of IT infrastructure and services, creating a flexible, scalable, and on-demand IT environment. The global cloud computing market will be worth $1.5 trillion in 2028, having grown at a compound annual growth rate (CAGR) of 17% from $786.4 billion in 2024, according to GlobalData forecasts.

Key Highlights
  • The cloud computing industry is being shaped by multi-dimensional forces, such as booming artificial intelligence (AI) demand, edge-based low-latency requirements, regulation, and sustainability concerns. Cloud providers are increasingly investing in custom chips and AI tools to meet evolving demands. In parallel, Internet of Things (IoT) markets, such as autonomous systems and wearable tech, demand edge-cloud for low latency and high bandwidth. The emergence of quantum cloud and neocloud platforms is forcing hyperscalers to innovate to secure their market position.
  • Multi- and hybrid cloud setups must navigate data sovereignty and privacy rules emerging in specific countries and automate compliance. In addition, with data-center power consumption increasing rapidly, green cloud initiatives are critical for sustainability compliance and cost control.
Scope
  • This report provides an overview of the cloud computing theme.
  • It identifies the key trends impacting growth of the theme over the next 12 to 24 months.
  • It includes a comprehensive industry analysis, including market size and growth forecasts for cloud computing.
  • The detailed value chain is split into four segments: hardware, cloud infrastructure, cloud services, and cloud professional services.
Reasons to Buy
  • The traditional IT stack has shifted to the cloud computing stack. This report will help readers make sense of this shift and understand the business benefits that can be derived from cloud computing. In addition, the report identifies those technology vendors that are leading across the enterprise cloud market, as well as highlighting challenger companies across the primary segments of the cloud computing stack.

Table of Contents

65 Pages
Executive Summary
Players
Technology Briefing
Defining cloud computing
The cloud computing stack
Infrastructure as a service (IaaS)
Platform as a service (PaaS)
Software as a service (SaaS)
Business benefits of cloud computing
Deployment models
Public cloud
Private cloud
Community cloud
Hybrid cloud
Multi-cloud
Cloud professional services
Trends
Technology trends
Macroeconomic trends
Regulatory trends
Industry Analysis
Market size and growth forecasts
Timeline
Value Chain
Hardware
Semiconductors
Cameras
Sensors and lasers
Servers
Storage devices
Networking equipment
Edge equipment
Cloud infrastructure
Cloud services
IaaS and PaaS
SaaS
Cloud professional services
Companies
Sector Scorecards
Cloud services sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
IT services sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
About GlobalData
Contact Us
List of Tables
Table 1: Technology trends
Table 2: Macroeconomic trends
Table 3: Regulatory trends
Table 4: Companies
Table 5: Glossary
Table 6: GlobalData reports
List of Figures
Figure 1: Who are the leading players in the cloud computing theme, and where do they sit in the value chain?
Figure 2: The traditional IT stack and the cloud computing stack
Figure 3: The global cloud computing market will be worth $1.5 trillion by 2028
Figure 4: orth America and Asia Pacific are the leading cloud computing markets
Figure 5: The cloud computing story
Figure 6: The cloud computing value chain
Figure 7: The cloud computing value chain - Hardware – semiconductors
Figure 8: The cloud computing value chain - Hardware – cameras
Figure 9: The cloud computing value chain - Hardware – sensors and lasers
Figure 10: The cloud computing value chain - Hardware – servers
Figure 11: The cloud computing value chain - Hardware – storage devices
Figure 12: The cloud computing value chain - Hardware – networking equipment
Figure 13: The cloud computing value chain - Hardware – edge equipment
Figure 14: Public cloud is already the most prevalent cloud infrastructure
Figure 15: The cloud computing value chain - Cloud infrastructure
Figure 16: The cloud computing value chain - Cloud services – IaaS and PaaS
Figure 17: The cloud computing value chain - Cloud services – SaaS
Figure 18: The cloud computing value chain - Cloud professional services
Figure 19: Who does what in the cloud services space?
Figure 20: Thematic screen - Cloud services sector scorecard
Figure 21: Valuation screen - Cloud services sector scorecard
Figure 22: Risk screen - Cloud services sector scorecard
Figure 23: Who does what in the IT services space?
Figure 24: Thematic screen - IT services sector scorecard
Figure 25: Valuation screen - IT services sector scorecard
Figure 26: Risk screen - IT services sector scorecard
Figure 27: Our five-step approach for generating a sector scorecard

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