Cloud Services Sector Scorecard, Q3 2023 Update – Thematic Intelligence
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The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft, Amazon, and Alibaba, followed by Alphabet, IBM, Tencent, and Baidu. Microsoft and Alphabet, in particular, are aggressively investing in generative AI, developing foundational large language models (LLM), and building the infrastructure to offer related services to customers. Demonstrating that generative AI is becoming a differentiator in cloud services, Amazon announced a $4 billion investment in AI company Anthropic at the end of the quarter, following a similar structure to Microsoft’s investment in OpenAI.
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 leading vendors on the cloud services thematic screen include several suppliers to the cloud services sector, particularly in networking and broadly data center infrastructure (Cisco, IBM, VMware, 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 145 million data items across five alternative data sets—patents, jobs, deals, filings, 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.
Akamai
Alibaba
Alphabet
Amazon
Aviatrix
Baidu
Baozun
Box
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
VMware
Zoom
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