如果您曾担心2023年云基础设施增长放缓,现在终于可以放心了:本季度云计算市场强势回归。根据Synergy Research的数据,整个市场增长了135亿美元,达到760亿美元,较2023年第一季度增长21%。
数据上这基本上和2类Models&platform，3类Service为主
而1类的Data Centers GPUs 大头还是卖硬件，而这里面三大云采购只是占比一部分。
无论从哪个角度来看,这都是稳健的增长。
如果您想知道增长的驱动因素,您可能已经猜到这与生成式人工智能以及构建底层模型所需的大量数据有关。
雨生点评：看你需要的是1、2还是3；3是美团外卖 携程旅游。2是自驾游或租车出行，1是自己买材料改造房车，但你目的是开旅行公司做 神州出行或者 携程旅游。
无论是微软与OpenAI的紧密联系、
谷歌云在最近的客户大会上发布一系列人工智能公告,
还是亚马逊在数据方面管理基础设施,
人工智能都为这些供应商带来了大量业务。
Glasswing Ventures创始人兼管理合伙人Rudina Seseri表示:"人工智能的快速发展和应用与可扩展的'三巨头'云基础设施供应商之间存在共生关系。"
Glasswing Ventures是一家大举投资人工智能初创公司的公司。"人工智能实际上使云供应商更有价值。
通过在企业内部创建更多的自动化和增强计算能力,对'三巨头'云基础设施供应商提供的底层计算能力的需求也相应增加,最近几个季度它们的巨大增长就证明了这一点。"
未来几年,云供应商将让初创公司更容易在其基础设施之上进行构建。她表示:"对于初创公司来说,许多公司都依赖云供应商,并在这些巨大的平台上构建。
我预测,主要云平台将在人工智能优化基础设施方面进行巨额投资,因为这是云计算持续增长的关键驱动因素,这将使在云上构建人工智能平台和产品变得更加容易。"
这些公司正在从对这项技术新发现的兴趣中获得财务上的意外之财。Altimeter合伙人Jamin Ball报告称,这些回报从上个季度开始出现,并持续到本季度。
亚马逊云增长在去年第二季度和第三季度曾低至12%,第四季度略有攀升至13%。但本季度,该公司的收入达到250亿美元,同比增长17%,这是一个1000亿美元的营收规模,占据31%的市场份额。
雨生点评：平均指数是21%，但AWS只做到了17%，这有4%的Gap
数据显示,微软云Azure继续表现出色。该公司目前拥有25%的市场份额,营收规模达到760亿美元,同比增长31%。比平均指数21% 高了10% 。比AWS高了 14%
谷歌以11%的市场份额位居第三,同比增长28%(不过需要注意的是,Ball的数据包括Google Workspace,而Synergy的数据仅包括基础设施和平台数据)。
雨生点评：“还是卖SaaS赚钱来的快啊”
而去年云中削减成本的日子似乎已经结束。尽管我们可能不会回到Covid时期2021年和2022年那样令人兴奋的增长数字,但人工智能似乎正在为云供应商带来新波巨大的增长。
Synergy首席分析师John Dinsdale在一份声明中表示:"就年化运行率（ARR）而言,我们现在拥有一个3000亿美元的市场,每年增长21%。
雨生点评：“这块市场接近 营销广告领域的8000亿美金也只是个时间问题“；未来是一个 各1万亿美金的市场，AI云 1万亿美金， 数字营销1万亿美金。
我们不会回到2022年之前的增长率,因为市场已经变得太过庞大,无法快速增长,但我们将看到市场继续大幅扩张。我们预测,市场规模将在未来四年翻一番。"
随着企业对人工智能的持续渴求以及与之相关的数据管理不断增长,云计算的辉煌时代似乎又回来了。增长可能不像过去那样华丽,但对于一个日趋成熟的行业领域来说,这仍然相当不错,所有迹象表明,未来几年将保持稳健增长。
总结: 这篇文章讨论了云计算市场在最新盈利周期中的强劲表现,收入增长了21%,达到760亿美元。
人工智能的兴起被认为是推动这一增长的主要因素,因为构建人工智能模型需要大量的数据和计算能力,这正是云供应商所提供的。
文章引用了行业分析师的观点,他们认为人工智能使云供应商变得更有价值,因为企业对计算能力的需求增加了。初创公司也越来越依赖云平台来构建自己的人工智能产品。
三大云供应商亚马逊、微软和谷歌都从这一趋势中受益,实现了可观的收入增长。
尽管增长率可能不会达到2021年和2022年的水平,但分析师预测,云计算市场将在未来四年翻一番,人工智能将继续推动这一增长。
总的来说,这篇文章凸显了人工智能和云计算之间的紧密关系,以及这一趋势如何重塑科技行业的竞争格局。云供应商正成为人工智能革命的关键推动者和受益者。
If you were concerned about slowing cloud infrastructure growth for a time in 2023, you can finally relax: The cloud was back with a vengeance this quarter. The market as a whole was up a healthy $13.5 billion to $76 billion, up 21% over the first quarter in 2023, per Synergy Research.
That’s healthy growth by any measure.
If you’re wondering what’s driving the growth, you probably guessed that it’s related to generative AI and the copious amount of data required to build the underlying models. Whether it’s Microsoft’s close links to OpenAI, Google Cloud making a slew of AI announcements at its recent customer conference or Amazon’s infrastructure managing the data side of the equation, AI is driving lots of business for these vendors.
“There is a symbiotic relationship between the rapid advancement and adoption of AI and the scalable ‘Big 3’ cloud infrastructure providers,” said Rudina Seseri, founder and managing partner at Glasswing Ventures, a firm that invests heavily in AI startups. “AI actually makes the cloud providers more valuable. By creating more capabilities for computing through automation and augmentation within the enterprise, there is a corresponding increased demand for the underlying computational power provided by the Big 3 cloud infrastructure vendors, as evidenced by their immense growth in recent quarters.”
Seseri also sees the cloud vendors making it easier for startups to build on top of their infrastructure in the coming years. “For startups, many depend on the cloud providers, having built atop these immense platforms. I predict we will see immense investment in AI-optimized infrastructure by the major cloud platforms, as it is a key driver behind the sustained growth in cloud computing, which will make it easier to build AI platforms and products on the cloud,” she said.
And these companies are reaping the financial windfall for the newfound interest in this technology. Altimeter partner Jamin Ball reports that those rewards started coming in last quarter, and the ball kept on rolling into this one. Amazon cloud growth had dropped as low as 12% in Q2 and Q3 last year, climbing a bit to 13% in Q4. But the company really kicked it up a notch this quarter with revenue of $25 billion, up 17% over the prior year. That’s a $100 billion run rate, good for 31% market share.
Ball’s numbers indicate that Azure continues to kill it. The company now has 25% market share, good for a $76 billion run rate, up 31% over the previous year. Google is a strong third with 11% market share, up 28% YoY (although it’s important to note that Ball’s number includes Google Workspace, and Synergy’s numbers are only infrastructure and platform numbers).
The days of cost cutting in the cloud appear to be over. And although we probably aren’t going back to the heady growth numbers of 2021 and 2022, AI seems to be bringing a new wave of substantial growth to the cloud vendors.
“In terms of annualized run rate, we now have a $300 billion market, which is growing at 21% per year,” Synergy’s chief analyst John Dinsdale said in a statement. “We will not return to the growth rates seen prior to 2022, as the market has become too massive to grow that rapidly, but we will see the market continue to expand substantially. We are forecasting that it will double in size over the next four years.”
As companies’ continuing thirst for AI and the data management related to that grows, it seems that the cloud glory days are back. The growth may not be as gaudy as back in the day, but it’s still pretty darn good for a maturing industry sector, with all signs pointing to solid growth in the coming years.
参考链接：
https://techcrunch.com/2024/05/03/cloud-revenue-accelerates-21-to-76-billion-for-the-latest-earnings-cycle/
云计算之石头记（三）-云计算的四个阶级和DynamoDB的星际争霸
