Cloud Services Sector Scorecard - Thematic Intelligence

Cloud Services Sector Scorecard - Thematic Intelligence

Summary

The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft, Amazon, and Alibaba, closely followed by Alphabet and IBM. Microsoft and Alphabet are aggressively investing in generative AI, developing the foundational large language models (LLM), and building the infrastructure to offer related services. This has the potential to become a differentiator in the industry.

Other vendors in top positions include several suppliers to the cloud services sector, particularly around networking and data center infrastructure (Cisco, IBM, VMware, HPE, Huawei), as well as data center colocation (Equinix).

Key Highlights

With the trade dispute between the US and China escalating further from last quarter, the leading Chinese vendors, including Alibaba, Huawei, and Baidu, continue to have weaker scores due to their more limited access to AI chips and advanced semiconductor manufacturing technologies. This continues to disrupt the competitive landscape in the cloud services market, as the inability to run their clients’ AI workloads on high-performance AI chips will become a long-term competitive disadvantage.

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.

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.