Cloud Services Sector Scorecard, Q3 2023 Update - Thematic Intelligence

The thematic screen of the analyst'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.

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).

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.
• The analyst'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.
• The analyst has 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.