Battle Of Cloud Titans Has Just Begun

Discussion in 'Công nghệ' started by Phu Ton, Jan 18, 2015.

  1. Phu Ton

    Phu Ton Well-Known Member Staff Member

    cloud computing.jpg

    Cloud computing is just beginning to disrupt the $300 billion-plus global market for enterprise information technology.

    Internet cloud infrastructure and platform technology took 5% of enterprise IT spending last year and is projected to grab 11% in 2018, Goldman Sachs analysts said in a report Tuesday. Goldman sees cloud infrastructure and platform spending growing to $43 billion in 2018, up from $16 billion last year.

    The two main components of the public Internet cloud are Infrastructure as a Service (IaaS) and Platform as a Service (PaaS). IaaS is the base layer that includes compute, storage, networking and virtualization. PaaS sits on top of that layer and includes the operating system, database, middleware and management tools.

    Spending on cloud computing infrastructure and platforms is expected to grow at a 30% compound annual rate from 2013 through 2018 compared with 5% growth for the overall enterprise IT market, Goldman says.

    "We believe the fast-growing adoption of enterprise cloud platforms (IaaS and PaaS) will lead to unprecedented change for the infrastructure software and data center industries," the banking firm said. "This includes the types of software consumed and the way it is procured, deployed and managed." (NASDAQ:AMZN) has taken the early lead in the enterprise cloud computing market, but "the Battle of the Titans has just begun," Goldman said. The brokerage estimates that Amazon has taken in $4 billion in revenue, or 26% of the IaaS and PaaS markets, in the past 12 months.

    "Amazon Web Services (AWS) has been the clear leader to date by revenue," Goldman said. "However, our field work suggests AWS, Microsoft (NASDAQ: MSFT) Azure, Google 's (NASDAQ:GOOGL) Cloud Platform, and's (NYSE:CRM) Salesforce1 are being increasingly evaluated in deals."

    The enterprise IT market is in year six or seven of a 20-plus year cloud computing cycle that will upend traditional suppliers of IT hardware and software. Server virtualization and Software as a Service (SaaS) have been the first two phases of the cycle. The third will be cloud platforms for enterprise computing, Goldman says.

    Companies at risk of being displaced by the cloud shift include EMC (NYSE:EMC) for servers and storage, Oracle (NYSE:ORCL) for databases, IBM (NYSE:IBM) for middleware and Microsoft for operating systems, the Goldman analysts say.

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