Cloud computing has penetrated into our lives, and major companies have coincided with “to the cloud.†Today, cloud computing has become the industry consensus in the second half. According to market statistics, storage marketers will be the focus. .
As an indispensable infrastructure for the Internet society, cloud computing has become the most certain market opportunity in the next five years. With the acceleration of the era of Internet of Everything, the value of the cloud has yet to be explored. More and more companies are moving more data to the cloud, and storage is still the current mainstream focus.
Recently, Microsoft, Amazon, Google and other foreign technology giants released their third-quarter earnings on the same day. Amazon Cloud's AWS third-quarter operating profit was $1.171 billion, up from $861 million in the same period last year; net sales were $4.584 billion, a year-on-year growth of 42% and net sales of $4.584 billion.
On the other hand, Microsoft's fiscal first quarter earnings report for the fiscal year 2018 shows that Microsoft's smart cloud business revenue was $6.92 billion, up nearly 14% year-on-year. Microsoft said its business cloud business's annual revenue reached its first quarter. $20.4 billion. Although Google did not separately publish the performance of the cloud business in the financial report, but from the past quarter, the results are also very bright.
Compared with the three giants in the global market, China seems to have a big, multi-flowering situation. From the third quarter 2017 earnings report released by Alibaba on the evening of November 3, the fastest growing one is the cloud computing business line.
From the specific data, in the quarter, the Alibaba Cloud computing business line achieved a revenue of 29.75 yuan. At the same time, in the process of active transformation, such companies as Thunder, Halo New Network, Digital China, and UFIDA have become "consistent choices".
With the acceleration of the era of Internet of Everything, the value of the cloud has yet to be explored. As an indispensable infrastructure for the Internet society, cloud computing has become the most certain market opportunity in the next five years.
According to estimates by research firm Canalys, the global cloud computing market in the third quarter of 2017 was approximately $14.4 billion, an increase of 43% over the previous year. At the same time, the development of the Internet of Things field is also promoting the expansion of the cloud computing market. According to statistics, by 2020, there will be 26 billion devices connected through the Internet of Things. Future computing capabilities may be fully hosted by the cloud, and terminals are simplified to different acceptance screens.
In the second half of cloud computing, it has become the consensus of the industry. Industry, open source, security and ecology have become the four major trends in the future. At present, the concentration of the cloud computing market is not obvious. In such a fully competitive market, whoever runs fast and runs steadily can truly stand out in the second half of cloud computing.
In a complex cloud environment, price cuts have begun to be limited to virtual machines. This allows service providers to leverage their steady growth in profitability over the long term in their portfolio. What we are witnessing is a transition that is about to expand beyond computing, which will penetrate into a wider range of storage areas, including databases.
In the past 12 months, the price of object storage in each region has declined, and in some cases even dropped by 14%. At the same time, the core of the cloud computing infrastructure strives to expand cloud coverage at the same time, successfully spanning mobile and social platforms, and reducing prices by 5% year-on-year. We seem to be beginning to enter a new era of demand and valuation, which will likely affect the broader cloud computing economy in the coming months.
Analysts believe that the reason for the decline in demand is that cloud storage has penetrated into the farthest corners of the network and enterprises. In fact, cloud computing consultant Judith Hurwitz even said that cloud computing has become so common in our operations that it will soon disappear from IT vocabulary.
The driving force behind the price cuts may stem from our inexplicable confidence in this model. This is a long-term dissatisfaction with the effectiveness of cloud computing, so it must accept price shocks along the way. More and more companies are moving more data into the cloud, and it is making room for the next major shift. Despite this, suppliers will remain focused on storage in order to capture new customers entering the cloud market, and storage remains the current mainstream focus.
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