Cloud Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence

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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.

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.

Key Highlights

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).

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.

21 Vianet
Akamai
Alibaba
Alphabet
Amazon
Aviatrix
Baidu
Baozun
Box
Broadcom
Canonical
Cato Networks
Cisco
Cloud Software Group
Cloudera
Cloudflare
Cohesity
CommVault
Couchbase
Databricks
Dell
Digital Realty
Dropbox
Edgio
Equinix
F5
Fujitsu
GoDaddy
HashiCorp
Hitachi
HPE
Huawei
IBM
Inspur Electronic
Lenovo
LivePerson
Lumen
Microsoft
Mirantis
NetApp
Nutanix
Oracle
OVHcloud
Platform9
Rackspace Technology
Rubrik
Salesforce
SAP
Shopify
Snowflake
SUSE
TeamViewer
Tencent
Twilio
United Internet
Zoom

Table of Contents

Executive Summary

Top Themes for 2024

Sector Scorecard: Cloud Services

Thematic Research Methodology

Frequently asked questions

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