Cloud Computing – Thematic Intelligence
Powered by 
All the vital news, analysis, and commentary curated by our industry experts.
Cloud Computing Thematic Report Overview
The cloud services sector competes 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 and providing the models and tools necessary to develop AI-enabled solutions.
The Cloud Computing thematic intelligence report provides an overview of the cloud computing theme. It identifies the key trends impacting the growth of the theme over the next 12-24 months. It includes a comprehensive industry analysis, including market size and growth forecasts for cloud computing. Additionally, the detailed value chain breaks down enterprise cloud spending into three categories: cloud infrastructure, cloud services, and cloud professional services.
| Report Pages | 58 |
| Regions Covered | Global |
| Market Size (2022) | $638.6 Billion |
| CAGR % (2022-2027) | >17% |
| Key Value Chain Components | · Hardware
· Cloud Infrastructure · Cloud Services · Cloud Professional Services. |
| Key Trends | · Technology Trends
· Macroeconomic Trends · Regulatory trends |
| Leading Private Companies | · Cloud Software Group
· Docker · Huawei |
| Leading Public Companies | · Alibaba
· Alphabet (parent company of Google) · Amazon · Broadcom · Cisco |
| Enquire & Decide | Discover the perfect solution for your business needs. Enquire now and let us help you make an informed decision before making a purchase. |
Cloud Computing – Key Trends
The primary trends that will shape the cloud computing theme over the next 12 to 24 months are classified into technology trends, macroeconomic trends, and regulatory trends.
- Technology trends: The key technology trends impacting the cloud computing theme are Hybrid IT management optimization, The DevOps model, Application lifecycle management (ALM), and Microservices.
- Macroeconomic trends: The macroeconomic trends impacting the cloud computing theme are optimization of ESG, the future of work, and the emergence of the splinternet. Cloud computing technology helps monitor energy use, and some service providers, such as Microsoft, Alphabet, SAP, and Salesforce, offer carbon emission monitoring as part of their cloud packages.
- Regulatory trends: Data protection and privacy, AI regulation, and antitrust are a part of the regulatory trends impacting the cloud computing market. For instance, companies have moved much of their data from in-house corporate data centers to the cloud, and it uplifts the demand for cloud security and web application security services.
Cloud Computing – Industry Analysis
The cloud computing market was valued at $638.6 billion in 2022 and will grow at a CAGR of more than 17% during 2022-2027. In 2023, the Asia Pacific region accounted for a significant share of global cloud computing revenues.
The cloud computing industry analysis also covers:
- Timeline
- Signals
- M&A trends
- Venture financing trends
- Patent trends
- Company filing trends
- Hiring trends
Buy the Full Report for More Insights into the Cloud Computing Theme
Cloud Computing in Power - Value Chain Analysis
The cloud computing value chain consists of four segments, including hardware, cloud infrastructure, cloud services, and cloud professional services.
Hardware: The hardware segment can be categorized into a few major sub-segments such as semiconductors, cameras, and servers among others. As cloud companies embed AI capabilities into their product offerings, the use of AI-optimized hardware components, such as semiconductors, will become more frequent.
Cloud Computing Industry Value Chain Analysis
Buy the Full Report for More Insights into the Cloud Computing Value Chain
Cloud Computing – Competitive Landscape
A few leading public companies making their mark within the cloud computing theme are:
- Alibaba
- Alphabet (parent company of Google)
- Amazon
- Broadcom
- Cisco
Alphabet (parent company of Google): Google is a leading search and internet advertising service provider and a viable platform service rival to AWS and Microsoft Azure. Google Cloud Platform’s revamped multi-cloud management capabilities for managing rival clouds and new microservices service mesh functions are triggering interest from key infrastructure partners, including Cisco, that view the company as an alternative to AWS and Azure.
The major private companies building their mark within the cloud computing theme are:
- Cloud Software Group
- Docker
- Huawei
Buy the Full Report to Know More About the Leading Companies in The Cloud Computing Theme
Cloud Services Sector Scorecard
At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our cloud services sector scorecard has three screens: a thematic screen, a valuation screen, and a risk screen.
- The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
- The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
- The risk screen ranks companies within a particular sector based on overall investment risk.
Cloud Services Sector Scorecard – Thematic Screen
Buy the Full Report to Know More About the Sector Scorecards
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.
Key Highlights
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.
Reasons to Buy
- 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.
- The report also highlights the challenger companies across the primary segments of the cloud computing stack.
ABB
Accenture
Accord
Acer
Acumatica
Adimec
Adobe
ADP
Advantech
Adyen
AeroVironment
AEye
Affirm
Airtable
Akamai
Alibaba
Alkira
Allscripts
Alphabet
Alps Electric
Alteryx
Altium
Amazon
Ambarella
AMD
AMS
Ansys
AppDirect
Apple
Applied Aeronautics
Aptiv
Arista
Asana
Athenahealth
Atos
Autodesk
Avenir Software
Aviatrix
Aviatrix Systems
Backbase
Baidu
Basler
Bentley Systems
Blaize
Block
Blue River
BlueCargo
BMC Software
Boomi
Bosch
Box
Bricknode
Broadcom
Broadridge
BT
Cadence
Cambricon
Canon
Canvas GFX
Cast AI
Cato Networks
CDK Global
Celona
Cerebras
Chicony
Chronosphere
Cisco
Cisco (AppDynamics)
ClicData
Cloud Software Group
CloudBolt
Cloudera
Cobalt Iron
Cognex
Cognizant
Cohesion
Commnet
Commvault
Continental
CoreStack
CoreWeave
Cornerstone OnDemand
Cox Automotive
Crossover (Engine Yard)
Dahua
Dassault Systèmes
Data Cirect Networks
Datadog
Dataminr
DataNote
Dazz
Dell Technologies
Deltek
Denso
Digital Ocean
Discord
DJI
dolibarr
Domo
DoubleHorn
Dropbox
Dundas
DuploCloud
DXC Technology
Dynatrace
Eddy
EdgeConneX
Epic Systems
Epicor
Ericsson
Esaote
eXo
Extreme Networks
FICO
Finastra
Finisar
FIS
Fiserv
Flexera
Flexiant
flexiWAN
Flexpoint
Forbis
Fortinet
FreshBooks
Fujifilm
Fujitsu
GE
Global Laser
Goertek
GoPro
Graebert
Grafana Labs
Graphcore
Groq
H&R Block (Wave)
HCL
Hikvision
Hitachi
Holitech Technology
Hologic
Horizon Robotics
HPE
Huawei
HubSpot
IBM
Impossible Cloud
Indie Semiconductor
Infineon
Infinidat
Infiot
Infopulse
Infor
Informatica
Infosys
Ingram Micro (CloudBlue)
Innoviz
Inspur
Intel
Intuit
ION Group (Fidessa)
Itron
Jack Henry
Jamcracker
Jamcracker
Juniper Networks
Kaminario
Kanarys
Kanematsu
Keyence
Konica Minolta
Kyndryl
Largan Precision
Lenovo
LG Innotek
LiquidPlanner
Lite-On
LogMeIn
Lumen
Lumentum
Luminar Technologies
Magna
Mambu
McKesson
Mediadata
MercadoLibre
Methodia
Micro Focus
Micron
Microsoft
MicroStrategy
Microvision
Mirantis
Miro
Mobileye
Monday.com
Morpheus
Murata
nCino
NEC
NetApp
Neurala
New Relic
NextGen Healthcare
Nikon
Nile
Nippon Ceramic
Nokia
Novatti
NTT Data
Nutanix
Nvidia
NXP
Odoo
OEM Automatic
Omron
OpenText (Liaison)
OpteamX
Opus Prodox
Oracle
Orange
Orby
OVHcloud
Oxide Computer
Pabbly
Palo Alto Networks
Panasonic
Pavilion Data Systems
Pax8
Paycor
Paylocity
PayPal
Pensando
Percepto
Philips
Pipedrive
Pivvot
Platform9
Pluto Bioinformatics
ProScan
Prosimo
PTC
Punch CAD
PureStorage
Qlik
Q-Tech
Qualcomm
Quanergy
Quanta
Rackspace
Rapidsoft Systems
Renesas
Reynolds & Reynolds
Ricoh
Rippling
Rockport Networks
Rockwell Automation
Rohm
Sage
Salesforce
SambaNova
Samsung Elecronics
Samsung Electro-Mechanics
SAP
SAS Institute
Scalr
Schneider Electric (Aveva)
ScienceSoft
Seagate
SecurePaymentz
ServiceNow
Shield AI
Shimadzu
Shopify
Siemens
SiLC
Silverlake Axis
Singtel
SkyCiv Engineering
Skydio
Small Robot
Softeq
SoftExpert
Sony
Splunk
Stateless
Stemmer Imaging
STMicroelectronics
StorONE
SugarCRM
Sugon
Sunny Optical
Supermicro
Synopsys
Tackle.io
TCS
TDK
TE Connectivity
TeamViewer
TeamWork
Teledyne
Temenos
Tempus
Tencent
Texas Instruments
Thales
ThoughtSpot
Toshiba
Trimble
Trustgrid
Tung Thih
TuSimple
UnityOne
Upbound
VectorCAST
Veeva Systems
Velodyne
Veoneer
Violin Systems
Visionaize
Visteon
Viventium
Voyant Photonics
Vultr
Western Digital
Wipro
Wiz
Workday
Xero
Yellowfin
Yotascale
Zeetta Networks
Zendesk
ZF
Zoho
Zoom
ZTE
Table of Contents
Frequently asked questions
-
What was the cloud computing market size in 2022?
The cloud computing market size was $638.6 billion in 2022.
-
What are the key technology trends impacting the cloud computing theme?
The key technology trends impacting the cloud computing theme are Hybrid IT management optimization, The DevOps model, Application lifecycle management (ALM), and Microservices.
-
What are the key macroeconomic trends impacting the cloud computing theme?
The macroeconomic trends impacting the cloud computing theme are optimization of ESG, the future of work, and the emergence of the splinternet.
-
What are the key components of the cloud computing value chain?
The cloud computing value chain consists of hardware, cloud infrastructure, cloud services, and cloud professional services.
-
Who are the leading public companies making their mark within the cloud computing theme?
A few of the leading private companies making their mark within the electric vehicle power theme are Alibaba, Alphabet (parent company of Google), Amazon, Broadcom, and Cisco.
Get in touch to find out about multi-purchase discounts
reportstore@globaldata.com
Tel +44 20 7947 2745
Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.
Sample Report
Cloud Computing – Thematic Intelligence was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:
- Assess the relevance of the report
- Evaluate the quality of the report
- Justify the cost
Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.
