Cloud Services Sector Scorecard Q1 2024 Update - Thematic Intelligence

The thematic screen of the publisher'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.

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).

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 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 publisher 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 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.