Chinese Clouds Move In: The Data May Be Wonky But the Message Is Clear
August 12, 2020
I am not a big fan of data generated by mid tier consulting firms. I call these outfits azure-chip consulting firms. Overall these firms are not able to attract and retain the type of individual who works at Bain, BCG, Booz Allen, and McKinsey. That’s a generalization, but it is one with which I am comfortable.
I read “Amazon Continues to Dominate Global IaaS Market: Report.” The data come from the estimable outfit Gartner, and the report involves real numbers. Some of the Gartner reports are what I would call subjective, but this report includes percentages.
The main point is that Amazon is the Big Dog for infrastructure as a service. The idea is that instead of have hardware in a closet and a couple of pizza eaters on the payroll to maintain the gear, one uses the cloud. It is magical and, best of all, does not involve capital expenditures and those pizza lovers.
The Gartner study explains that Alibaba, Amazon, Google, Microsoft, and TenCent dominate the market. That means Hewlett Packard and IBM are doing what they know how to do: Disappoint in fast growing market sectors.
The write up states:
These top five providers accounted for 77% of the total market in 2018, and in 2019 this number swelled to 80%. Throughout all IaaS providers in the market, 75% saw growth in 2018.
Okay, but to DarkCyber the main point is that two Chinese companies are now nosing into territory once dominated by US firms. As in the artificial intelligence market, the increased presence and success of these outfits from the Middle Kingdom is the big story. Even with squishy numbers, the change is evident.
Stephen E Arnold, August 12, 2020
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