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Thematic Intelligence: Cloud Computing (2024)

Publisher GlobalData
Published Feb 23, 2024
Length 63 Pages
SKU # GBDT18640219

Description

Thematic Intelligence: Cloud Computing (2024)


Summary

The cloud is the dominant model for delivering and maintaining enterprise IT resources. By sharing IT infrastructure and services, it creates a flexible, scalable, and on-demand IT environment.

Cloud-based IT resources can be delivered privately or publicly, where they are accessed according to multi-tenancy principles. Hybrid cloud, which combines both public and private cloud environments, is increasingly popular with enterprises that want to enjoy the benefits of both. These include private cloud’s full control and security for critical apps and the flexibility and scalability of public cloud for the rest of their IT infrastructure.

After years of relatively modest competition, the cloud services sector is in a race to provide the best artificial intelligence (AI) platforms and services, partly catalyzed by the emergence of generative AI. AI is now central to the cloud services market, from developing custom chips and supporting workloads to providing the models and tools necessary to develop AI-enabled solutions. This has led to significant partnerships between cloud vendors and AI start-ups, such as Microsoft’s deal with OpenAI.

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 breaks down enterprise cloud spending into three categories: 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

63 Pages
Executive Summary
Players
The cloud computing stack
Infrastructure as a service (IaaS)
Platform as a service (PaaS)
Software as a service (SaaS)
Cloud professional services
Technology Briefing
Defining cloud computing
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
Signals
M&A trends
Venture financing trends
Patent trends
Company filing trends
Hiring trends
Value Chain
Hardware
Semiconductors
Cameras
Sensors and lasers
Servers
Storage devices
Networking equipment
Edge equipment
Cloud infrastructure
Cloud services
PaaS and IaaS
SaaS
Cloud professional services
Companies
Public companies
Private 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: Key M&A transactions associated with the cloud computing theme since January 2022
Table 5: Key venture financing deals associated with the cloud computing theme since January 2022
Table 6: Public companies
Table 7: Private companies
Table 8: Glossary
Table 9: 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 $1.4 trillion by 2027
Figure 4: Asia Pacific and North America are the leading cloud computing markets
Figure 5: The cloud computing story
Figure 6: Cloud computing-related M&A activity has normalized after the COVID boost
Figure 7: Cloud computing-related venture financing activity has normalized after the COVID boost
Figure 8: IBM, Microsoft, and Broadcom lead the way in cloud computing-related patent grants
Figure 9: Cloud computing-related patent publications have decelerated since 2022
Figure 10: Cloud computing mentions were steadily growing until 2021, with a notable decrease after that
Figure 11: Cloud computing-related hiring peaked in April 2022
Figure 12: The cloud computing value chain.
Figure 13: The cloud computing value chain - Hardware – semiconductors
Figure 14: The cloud computing value chain - Hardware – cameras
Figure 15: The cloud computing value chain - Hardware – sensors and lasers
Figure 16: The cloud computing value chain - Hardware – servers
Figure 17: The cloud computing value chain - Hardware – storage devices
Figure 18: The cloud computing value chain - Hardware – networking equipment
Figure 19: The cloud computing value chain - Hardware – edge equipment
Figure 20: Public cloud is already the most prevalent cloud infrastructure
Figure 21: The cloud computing value chain - Cloud infrastructure
Figure 22: The cloud computing value chain - Cloud services - PaaS and IaaS
Figure 23: The cloud computing value chain - Cloud services - SaaS
Figure 24: The cloud computing value chain - Cloud professional services
Figure 25: Who does what in the cloud services space?
Figure 26: Thematic screen - Cloud services sector scorecard
Figure 27: Valuation screen - Cloud services sector scorecard
Figure 28: Risk screen - Cloud services sector scorecard
Figure 29: Who does what in the IT services space?
Figure 30: Thematic screen - IT services sector scorecard
Figure 31: Valuation screen - IT services sector scorecard
Figure 32: Risk screen - IT services sector scorecard
Figure 33: Our five-step approach for generating a sector scorecard

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