Despite Decommits in the Supply Chain, US Hyperscalers Maintain 2022 CAPEX Guidance
Incline Village, NV. May 10, 2022 — According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 23% Y/Y in 1Q’22 while the supply chain for data center equipment into hyperscalers performed unevenly due to continued semiconductor and component shortages.
650 Group’s US Hyperscaler Cloud Report covers IaaS, SaaS, and Search & Social and publishes shortly after Amazon, Apple, Google, Meta (Facebook), and Microsoft report earnings. It is focused on the Hyperscalers, which account for approximately 70% of revenue and spend in the Cloud.
“US Hyperscalers continue to invest robustly in their data center buildouts despite uneven worldwide growth and supply constraints,” said Alan Weckel, founding analyst for 650 Group. “Supply constraints worsened for several components as semiconductor capacity continues to lag Hyperscaler demand. Despite the difficulties in the supply chain, Hyperscalers continue to push the envelope in process geometry and next-generation technologies. As a result, CAPEX and investment are set to soar over the next several years as the Cloud moves towards the metaverse and AI/ML in IaaS start to take off.”
The US Hyperscaler Cloud reports include CAPEX studies for the IaaS, SaaS, and Search and Social Media markets, including a unique look at spending specifically for data center equipment. In addition, the report looks at projected revenue and CAPEX through 2026. Finally, the report shows the trend towards more CAPEX spending occurring in IaaS as many SaaS providers choose IaaS instead of building their own infrastructure. To learn more, visit http://650Group.com
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. 650 Group focuses on leading-edge market trends and research and prides itself on first to market research with over 12 research programs focused on Cloud trends. For more information, visit: http://650Group.com
$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group
— Cloud market revenue expected to exceed $700B in 2022 as 650 Group First To Provide Comprehensive Analysis of Cloud Infrastructure + Services
PORTOLA VALLEY, Calif. August 20, 2018 — According to a newly released report issued by founding analysts of 650 Group, Cloud market revenue grew 36% Y/Y in 1Q18 to make for an $84B market. IaaS experienced the strong growth with 53% Y/Y growth. 2Q18 results are indicating significant sequential growth.
Found in its first Cloud Report, 650 Group covers Colocation, IaaS, SaaS, and Search & Social.
“The biggest Tech players define the cloud market, and considering its already robust size ($52B by just four companies), coupled with rapidly increasing adoption, it will continue to grow at a blistering pace up to 2022,” said Alan Weckel, founding analyst for 650 Group. “The emphasis is on helping consumers, governments and businesses access resources, communications and entertainment, in addition to critical services, ranging from finance/insurance and retail, to manufacturing and healthcare. With CAPEX reaching 62% growth stemming from the largest providers, the cloud market represents a strong growth opportunity for network, storage, component, and optical vendors supplying data center compute and connectivity.”
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. 650 Group focuses on leading edge market trends and research and prides itself on first to market research.
Write something about yourself. No need to be fancy, just an overview.