AWS Archives - Counterpoint

Data Center CPU Market: AMD Surpasses Intel in Share Growth

The global data center CPU market’s revenue declined 4.4% YoY in 2022.
AMD registered a 62% YoY growth in its data center CPU revenue to hold a 20% market share.
Intel’s data center CPU revenue dropped by 16% YoY in 2022, while its market share fell to 71%.
ARM-based CPUs gained traction with Ampere, Graviton (Amazon) and Yitian (Alibaba) to surpass $1 billion in revenues for the first time.

New Delhi, Beijing, Seoul, Hong Kong, London, Buenos Aires, San Diego – February 27, 2023

The global data center CPU market’s revenue registered a 4.4% YoY decline in 2022, according to the latest research from Counterpoint’s Semiconductor Service. Macroeconomic headwinds and increased energy costs impacted the sales of data center CPUs during the year. Besides, from the architecture perspective, the addition of accelerators in the servers for workloads restricted the demand for additional CPUs for servers.

Commenting on the companies’ 2022 performance, Senior Research Analyst Akshara Bassi said, “Even though Intel is still the market leader, its market share loss points to AMD’s rising product portfolio and better performance over Intel. AMD surpassed Intel in market share growth in 2022. Intel suffered due to continued delays in the release of its next-generation product Sapphire Rapids, generationally comparable to AMD’s Milan launched in 2021.

As demonstrated by hyperscalars AWS and Alibaba, ARM-based architecture chips continue to gain steam due to the ROI offered on varied workload deployments and off-the-shelf solutions from Ampere Computing, and shipping of data center CPUs from NVIDIA in H1 2023.”

Talking from the foundry perspective, Associate Director Dale Gai said, “As evidenced by wafer demand and foundry capacity of advanced nodes from TSMC, the total wafer sales at 5/4nm rose by 85% YoY in 2022. One of the demand drivers for the increased demand of advanced nodes is data center CPUs”

Market summary for 2022

Intel remained the market leader with a 71% share, although far from the share that it commanded till 2018. Its revenue from the segment dropped 16% YoY in 2022. The market share declined primarily due to delays in next-generation products and weakness in enterprise spending due to macroeconomic conditions.

AMD came second with a 20% market share primarily driven by increased adoption of its EPYC processor Milan. AMD is becoming a dominant force in the x86-based CPU for data centers, being increasingly adopted by cloud providers and SKUs of server companies. AMD registered a 62% YoY growth in its data center portfolio in 2022.

AWS’ in-house ARM-based chip Graviton, now in its third generation, has been among the early adopters of ARM architecture in a data center. AWS has increased Graviton’s penetration in its offerings and also expanded it to support ML-based instances with in-house accelerators, representing a shift from general-purpose compute to specific workloads.

Ampere Computing started to gain more traction in 2022 with its expansion from traditional cloud providers to enterprises by having its CPU in off-the-shelf servers from OEMs.

The comprehensive and in-depth “Data Center CPU Tracker” report is available. Please contact Counterpoint Research to access the report.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the technology, media and telecom (TMT) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contacts
Akshara Bassi

Dale Gai

Neil Shah

Counterpoint Research

press@counterpointresearch.com

report.counterpointresearch.com

@CounterPointTR

Rakuten and Dish – 2022 Will Be A Critical Year For Greenfield Networks

Rakuten and Dish are pioneering the development of open, cloud-native 5G multi-vendor networks and operate in highly competitive and mature markets. Although with very different backgrounds, both are broadly similarly sized companies with established businesses. Both initially joined the mobile market as MVNOs and are at varying stages of deploying their own network infrastructure. However, there are also many important differences between the two companies, particularly with respect to their network architectures and vendor ecosystems.

Rakuten vs Dish

Rakuten has deployed a 4G network and ultimately intends to migrate all customers to a cloud-native 5G SA network. Dish will deploy a 5G SA core-based network from day 1. Rakuten has developed its own telco cloud with all network functions deployed at its own data centres located at various Rakuten premises. In contrast, Dish is adopting an “off-prem” model with the whole network running on AWS data centres, at least initially.

Rakuten relies mostly on single vendors with a heavy emphasis on its own in-house developed technologies and acquisitions. It also has ambitions to become a telco platform provider generating revenues from its software and technology expertise. Dish has generally adopted a dual-vendor strategy to avoid reliance on a single supplier. Although early days, Dish could conceivably follow Rakuten’s lead in time and similarly launch its own services platform.

Rakuten: Subscribers and Network Coverage

At the end of September, Rakuten Mobile had 5.1 million subscribers, having added just 2 million subscribers during the past 12 months, despite the recent expansion of its 4G network. In a country with a population of over 125 million, this is hardly a huge amount. In contrast, market leader NTT DoCoMo has more than 83 million subscribers.

Management still maintains – probably to alleviate investor concerns – that Rakuten will break even by 2023. It thus has a 12 to 18-month window to dramatically increase subscriber acquisitions. Offering much cheaper tariffs, the company is banking on consumers switching en-masse from bigger rivals, as well as finally being able to hit its 96% network coverage target in early 2022. However, in a largely cost insensitive market and with notoriously fickle consumers, will this be enough to attract sufficient new subscribers? Although the break-even target now apparently includes revenues from its telco software platform Symphony – perhaps a saving grace – management expects losses to be at their worst in the first quarter of 2022 but to improve from Q2 onwards.

In the likely event that Rakuten deviates from its planned 2023 break-even path, it is vital that the company can nevertheless show a substantial ramp up in subscriber acquisition over the next six months to demonstrate that its aggressive loss-leading pricing strategy can work in Japan. Otherwise, there is a danger that investors will start to lose confidence in the company, which may also extend to telco customers at its Symphony business.

© Counterpoint Research, Data Source: Rakuten Group

Exhibit 1: Rakuten Subscriber Growth

Dish: Network and Service Launch Plans

Against a backdrop of falling pay TV and MVNO subscribers, Dish faces challenges in both its established and new businesses. At its 3Q earnings call, the company reported 10,98 million pay TV subscribers, down 13,000 YoY and 8.77 million mobile subscribers, down 121,000 YoY. Up until now, Dish has been able to blunt the impact of its pay TV subscriber losses with higher prices. However, pricing power cannot last forever.

Dish claims that it will be able to build a fourth nationwide 5G network for $10 billion and plans to launch in its first market – Las Vegas – in early 2022. With regulatory deadlines to provide 70% population coverage by the end of 2023, it is now in a race against time to deploy its 5G network and make the business a success. As with Rakuten, network roll-out will be its biggest challenge initially. While using AWS for its core network may yield cost advantages, putting the entire 5G network in the public cloud is a risky bet, as the recent outages at AWS demonstrate.

Unlike Rakuten, Dish plans initially to target the wholesale and enterprise markets rather than focusing exclusively on the consumer market, where it lacks its rivals’ brand recognition. With its considerable spectrum assets, targeting the wholesale market looks like a no brainer. However, with limited network coverage initially, selling to enterprises will not be easy, plus Dish has no experience of working with enterprises. Despite its recent ties with AWS, it will be challenging to generate revenues from the enterprise market.

The Endgame – Big Tech Takeover?

Building a commercially successful network from scratch with new, innovative technologies that promise significant cost benefits is easier said than done. Rakuten’s progress to date has revealed a lot of issues and there are lessons here for other aspiring greenfield networks. While the contract award with 1&1 Drillisch demonstrates that there is demand for its technology, this is a business where scale and mindshare are required to be successful. With continued high cash burn and a high credit risk rating, any disappointment on the subscriber front over the next six months could hit investor sentiment as well as impact its ability to expand its Symphony business.

Like Rakuten in Japan, Dish is smaller than its main rivals and may also struggle financially, particularly as it will need to offer substantial discounts to attract customers. Counterpoint Research believes that an eventual takeover by a big tech company such as AWS, Google, Microsoft or even Apple looks the most likely outcome for Dish, while over in Japan, open RAN ambitions by domestic vendors, coupled with national pride, will probably ensure that Rakuten Mobile will survive in some form or other.

Cloud RAN – Waiting for a Viable Business Case?

Infrastructure Insights – Cloud RAN Dominates 3rd Quarter

Dish To Run 5G Network on AWS Cloud

Last week, Dish Network announced a strategic partnership with Amazon Web Services (AWS) whereby AWS will become Dish’s preferred cloud provider. Dish is the fourth-largest MNO in the US cellular market and is building a greenfield open RAN-based 5G network across the country. Leveraging AWS’s cloud infrastructure and services – including AWS Outposts and AWS Local Zones – Dish claims that it can build a cloud-native 5G network for around $8bn to $10bn, a figure significantly less than its rivals.

Advantages for Dish

Teaming with AWS potentially has many advantages for Dish, particularly cost. By becoming a tenant of AWS, with its global economies of scale, Dish will be able to reduce its capital outlay dramatically. Clearly, using AWS to host virtual base stations on its network will be much cheaper than buying servers and hosting them on-site or in a private cloud. This could also allow it to reduce OPEX costs as it will be able to scale its computing needs up and down according to traffic demands. There are also other potential benefits, particularly with respect to enterprise customers, as it could leverage AWS’s expertise around analytics, AI and data management to introduce new features and functionalities for enterprises.

Implications for Dish’s Partners

Dish has already announced contracts with more than 30 vendors, including radio and chip vendors, tower operators, backhaul providers, network core software and security vendors. However, this deal with AWS has potential implications for some of of these vendors.

For instance, Dish has already formed partnerships with Altiostar and Mavenir as providers of Dish’s RAN software. Both companies have built their software on Intel’s x86-based FlexRAN platform. However, Dish has announced that it intends to run some of the Distributed Unit (DU) elements of its baseband computing operations on AWS’ custom designed Graviton2 processors. Amazon claims that its ARM-based Graviton processor has a 40% better price performance over comparable current x86-based chips for a wide variety of workloads. Other DU operations will run on Intel’s FlexRAN platform, depending on the configuration of Dish’s network in a select location. Clearly, the use of the AWS processor implies less business for Altiostar and Mavenir as well as a smaller role for Intel.

From One Lock-in to Another?

Vendor diversity is a hot topic among MNOs as well as many governments in the US, UK and elsewhere with claims that open RAN can be used to decrease Huawei’s 5G dominance as well as break the Nordic stranglehold in markets where Huawei and compatriot ZTE are banned.

However, the ambitions of the big public cloud providers such as Amazon, Google and Microsoft go far beyond simply managing servers in massive centralised data centres. All three are extending their cloud service offerings to the edge, a territory that telcos once hoped to dominate. Telcos nowadays seem more interested in partnering with the big three providers rather than focusing on developing an alternative telco-based solution. Verizon and Vodafone, for example, are key customers of AWS’ edge technology Wavelength. There are thus legitimate concerns about the dominance of the big three cloud providers. Barriers to entry in the sector are virtually insurmountable and customers attempting to move clouds typically face high switching costs as well as technical design challenges.

Dish looks like it will be the first network in the world to run its entire network from the public cloud and as such this is seen as a key test case. It will be closely watched by all in the telecoms industry, and if successful, others will inevitably follow. However, there is a real risk here that MNOs could fall into a lock-in that is much worse than what they complain about today!

Microsoft Gets Serious about Telco Cloud with Metaswitch Acquisition

5G MEC – Deployment Options and Challenges for Mobile Operators

Azure Arc: A Paradigm Shift in Hybrid Cloud Management

Microsoft announced Azure Arc on 4^th November 2019 at the Ignite 2019 conference. Azure Arc enables enterprises to deploy Azure cloud services, on any type of on-premises infrastructure as well as in a multi-cloud environment. As hybrid cloud strategies for enterprises gain more popularity, app and cloud management will be a more sought-out service that public Infrastructure as a Service (IaaS) can provide. In this regard, Microsoft’s biggest competitors, AWS and Google Cloud have also recently launched their hybrid cloud management services, AWS Outposts, and Google Anthos, respectively.

A hybrid cloud strategy is an enterprise cloud strategy that involves managing and operating workloads across different infrastructure environments, namely, on-premises, private cloud or public IaaS cloud. Enterprises often need to keep confidential data on-premises or in a private cloud. However, other less sensitive data and applications can be maintained in public cloud environments because it can be more cost-effective and offer additional features. Azure Arc has added a further dimension to this hybrid strategy with managing resources across multiple public cloud platforms.

According to Microsoft, Azure services can be enabled on any computing platform, including Windows and Linux servers, located on-premises, in the cloud or at the edge. Any Windows or Linux server, even those running behind a firewall and proxy, can be registered with Azure Resource Manager. VMs running on top of VMware vSphere, Amazon EC2, and Google Compute Engine can also be registered with the Azure Resource Manager.

In addition to this, Microsoft said that Azure Arc can also register Kubernetes clusters. Once registered, any Kubernetes cluster can be managed like Azure’s Kubernetes Service (AKS). Customers have the flexibility to deploy Azure SQL Database and Azure Database for PostgreSQL Hyperscale, where they need it, on any Kubernetes cluster.

From the Azure portal, customers get a unified and consistent view of all their Azure data services running across on-premises and clouds and can apply consistent policies for security and governance across the different environments. Microsoft has a good hold in the enterprise cloud market; however, it has limited visibility among start-ups due to better offerings from AWS and Google Cloud in terms of pricing and services.

AWS’ hybrid cloud solution, Outposts, combines pre-configured hardware and software to the customers’ on-premise data center or co-location space to run applications in a cloud-native manner, without having to operate from AWS data centers. Currently, users can utilize EC2 instances and EBS volumes for storage. At a later stage, Outposts will locally support Amazon ECS and Amazon EKS clusters for container-based applications, Amazon EMR clusters for data analytics, and Amazon RDS instances for relational database services. However, until now, there has not been a multi-cloud solution being provided by AWS.

Google hybrid cloud solution, Anthos, is a combination of Google’s Kubernetes Engine (GKE), GKE on-premises and the Anthos Config Management console for unified administration and security policies across hybrid Kubernetes deployments. It can be run on customers’ existing servers. Anthos will also let users manage workloads running on third-party clouds like AWS and Azure, giving freedom to deploy, run and manage applications on any cloud. However, Google is yet to bring managed database services such as Cloud SQL and Bigtable to Anthos.

Azure Arc has shifted the paradigm of hybrid cloud management, by providing resource management on different types of servers as well as different cloud platforms. This feature will help its customers undertake cloud migration. This will also increase the cloud adoption for enterprises that are yet to migrate. Until now, Google Anthos is the closest competitor to Azure Arc, for example in the way it provides Kubernetes clusters across multiple cloud platforms. However, the absence of managed databases in Anthos gives Azure Arc an edge. AWS must boost its hybrid cloud management services to compete with Microsoft and Google. However, Microsoft will need to capitalize on this opportunity by targeting small and medium businesses as well as start-ups, as its competitors are chasing hard with their own multi-cloud management solutions.

Post Event Coverage: AWS Public Sector Summit: Cloud to Transform People’s Lives

Amazon Web Services (AWS) organized its first-ever Public Sector Summit in New Delhi on September 6, to showcase its emphasis on India as a market for its cloud services and in particular, its focus on transforming the public sector. Multiple speakers from the government institutions shared insights about cloud adoption in the Indian public sector, in sectors such as education and skill development, agriculture, smart cities, and e-governance.

AWS (AISPL) PS India team has a stated mission “To make a positive impact to the life of every citizen of India through an AWS engagement by 2021”.

AWS is currently focused on delivering the following goals along with its partners in India including,

Citizen impact at scale & Empower Society – Example: Projects with CSC (Common Service Center part of e-Governance Services India Limited) and Quantela
Reinvent the technology experience – Example: Projects with MoHUA (Ministry of housing and urban affairs)
Create India’s future workforce – Example: Projects with NSDC (National Skill Development Corporation and emerging Edtech start-ups like Kingslearning and Eckovation
Positive Social outcomes & transforming lives – Example: Projects with promising Agri-tech companies like CropIn & non-profit entities like Wadhwani AI

Below are some of the major points discussed at the summit:

Cloud adoption will be a key enabler in solving complex problems for the general public and upgrade the standard of living. The most important aspect for this adoption to happen is the generation of new and innovative use-cases, which can impact people’s lives.
There was a lot of focus on upcoming and innovative startups. Some of the featured startups present in the event were CropIn, Quantela, Minfy Technologies, OrientDB, Intecc (part of the L&T group).
Government’s focus on digitizing governance under the “Digital India” campaign has positively impacted the cloud adoption. The accessibility of high-speed internet due to the recent 4G boom has also played a part in the government’s outlook to accelerate cloud adoption across its governance methods.
AWS has been a key partner with different government organizations, supporting in their cloud migration. The key partners featured in the summit were CSC e-governance services India (Ministry of Electronics and Information Technology), Smart Cities Mission (Ministry of Housing and Urban Affairs) and National Skill Development Corporation (NSDC).
AWS is focused on developing next-gen cloud workforce with its AWS Educate, a “free of cost” cloud education platform, providing cloud content, training, collaboration tools, and a job board. India is now the second-largest user base for AWS Educate after the US.
Another point of discussion was data security and confidentiality, which is a major barrier in cloud adoption by government’s institutions. To address this issue, a solution was proposed to classify the data, into separate categories, based on the level of confidentiality. The cloud providers will then be required to provide the level of security corresponding to the confidentiality level of the data.

Let’s take a closer look at some of AWS’ customers/startups/Partners present at the summit:

Quantela

Quantela is the US and Hyderabad-based startup providing an integration platform for smart cities based infrastructure and utilities, by acquiring and processing data from sensors and IoT devices to generate insights. These insights are used to manage city operations, efficiently and effectively. It operates through developing partnerships with system integrators. Major use-cases include traffic management, waste management, parking, smart lighting, etc. Quantela has raised US$10 million till date. Quantela’s mission is to revolutionize the way cities are operated and managed, by making autonomous cities a reality. Quantela has been using AWS and its services since inception. Its platform has been designed to scale with a multi-tenanted architecture using AWS services. Key drivers for Quantela’s decision to leverage AWS include a breadth of services, ease of use, ability to scale globally and flexible pay-as-you-use commercial structure. Quantela intends to use AWS as the core Cloud platform as they integrate multiple IT/OT/IoT systems across cities and do AI-based cross-domain analytics.

CropIn

CropIn is an India-based agri-tech startup using AI, machine learning, and data analytics to generate real-time actionable insights on standing crop. Major use-cases include agriculture insurance, crop selection, seed traceability, weather advisory and digitization to provide seamless data from farmers to government. CropIn has raised more than US$11 million till date. With the vision to ‘maximize per acre value’ and the mission to ‘make every farm traceable’, CropIn adds value to agri-businesses by increasing efficiency, scaling productivity, and strengthening sustainability across the board. Thus far, CropIn has digitized over 5.5 million acres of farmland and enriched the lives of nearly 2.1 million farmers, while gathering data on 384 crops and 3,662 crop varieties in 46+ countries. The SaaS solutions offered by CropIn are crop and location-agnostic and are available on web and mobile devices. CropIn started out as a monolith application deployed on EC2 using AWS autoscaling. Since then, its customer and use-cases have grown. CropIn has moved into microservices architecture and runs huge ML workloads (SageMaker), ETL and analytics pipeline on AWS. The company is building a data lake on AWS. It is also deploying its ML trained models on serverless frameworks in AWS (AWS Lambda). The company uses solutions like AWS Athena, EMR (Elastic Map Reduce), Kinesis, Lambda and ECS amongst other offerings from AWS. Notable projects by CropIN in the India Public sector includes World bank & government of Bihar, Government of Karnataka, Government of Punjab amongst others.

Larsen & Toubro

L&T is a Mumbai-based multinational conglomerate with presence in multiple sectors such as construction, manufacturing, infrastructure, engineering, and technology. It’s business segment Smart World and Communication aims at providing smart city solutions and has partnered with multiple government institutions. Major use-cases include traffic management, city security through video analytics, smart grid, waste management, water management, smart buildings, and disaster management. L&T’s AI-based video analytics solution runs on AWS and offers the following use cases,

L&T has deployed ~25K cameras in multiple cities (Nagpur, Allahabad, etc.) and see’s Video AI as a big business opportunity as the scale of cameras being deployed would be no less than China which runs into Millions in each city.

Minfy Technologies

Minfy Technologies is a Hyderabad-based company providing cloud solutions and full-scale cloud migrations. It is an advanced consulting partner in the AWS Partner Network (APN). One of its notable contributions in the public sector is cloud migration of Department of Information Technology, Government of Manipur. This cloud migration made Manipur the first state government in India to transition its IT services to the cloud. With a team of over 120 certified Cloud Orchestrators, Minfy Technologies has helped provide Cloud solutions to over 525 companies over the past 5 years. One of Minfy’s notable clients is the Department of Information Technology (DIT), Government of Manipur. Realizing that its hardware was becoming obsolete and that compatibility issues severely affected the deployability of its apps and website, Minfy Tech successfully secured the contract to migrate DIT’s applications and website to the cloud against 11 other bidders. The alternative would be to bear the burden of expensive data center upgrades.

AWS Public Sector Summit presented a great opportunity for AWS, its partners, customers as well as government representatives to discuss and deliberate on the need for driving cloud adoption in the public sector. AWS sees India as a big opportunity to drive its public sector work. India also needs a transformation in its public sector and governance methods in issues related to agriculture, education, healthcare, security, infrastructure, and energy. AWS showcased multiple use-cases which helped in transforming lives at mass scale. Migrating to the cloud will certainly help in increasing efficiency, transparency, and effectiveness. The onus lies on the public institutions and the government to accelerate this cloud adoption.

Cloud Server CAPEX Soars as Datacenter Companies Look to Increase Share in Cloud Services Market

The cloud services market has been experiencing high double-digit growth in the past few years. Yet, there is more room to grow. Demand will continue to increase as more geographies, and companies adopt cloud services. Conventional corporate organizations are shifting towards public and hybrid cloud due to better offerings and low-cost maintenance. This demand has compelled datacenter and IaaS (Infrastructure-as-a-Service) providers to invest heavily and continually increase their infrastructure to support clients.

Among the Cloud Services providers who spend for servers and related hardware, Google dominated followed closely by AWS in 2018 (Exhibit 1). According to Counterpoint’s Cloud Services Tracker, Google spent 10% of the overall global spend, followed by Amazon Web Services (AWS) and Alibaba, with 9% and 7% share, respectively, in 2018. Facebook and Microsoft are also spending heavily to increase their datacenter capacities and capabilities. Other notable players are Apple, Intel, IBM, China Telecom, and Equinix.

Exhibit 1: Cloud Infrastructure CapEx Spend – 2018

Further, Counterpoint’s Cloud Services Tracker shows that the combined capital expenditure (CAPEX) of FAMGA (Facebook, Apple, Microsoft, Google, Amazon) increased by 45% year-on-year (YoY) in 2018. Intel’s CAPEX rose by 29% YoY in 2018. Chinese counterparts, BAT (Baidu, Alibaba, Tencent) and China Telecom saw a 24% YoY increase in CAPEX. Combined, FAMGA, Intel, BAT, and China Telecom contributed to 56% of global CAPEX by datacenter and IaaS providers. Among the REITs (Real Estate Investment Trusts), Equinix and Digital Realty are the biggest contributors. However, going forward, we expect the CAPEX of cloud services providers to increase as companies like Google and Microsoft venture into cloud gaming by launching their platforms, Stadia and Project xCloud, respectively.

AWS has the most number (66) of cloud infrastructure locations worldwide with 12 more locations in the pipeline, followed by Google Cloud with 61 such locations. Alibaba has 58 locations worldwide while Microsoft Azure has 20. These cloud giants are expanding globally as they look to increase their market share in the cloud services market. Further, these companies are working to ramp up their product portfolio with innovations and acquisitions and increase their market share by engaging in strategic partnerships.

Google has been quite aggressive in expanding its cloud services through acquisitions. Recently, it has acquired Looker, a big data and analytics platform, for a massive US$2.6 billion. Google’s list of acquisitions includes Qwiklabs, Kaggle, Bitium, Apigee, and Orbitera, among others. AWS is also active in this regard and has acquired companies like 2lemetry, Elemental, ClusterK, Cloud9 IDE, Graphiq and Sqrrl, among others. AWS even acquired Annapurna Labs to boost its internal production of custom chips for cloud infrastructure.

Further, cloud services providers are partnering with Taiwanese/Chinese ODMs to source servers and other components for increasing their capacities. The biggest ODM contributors are Foxconn, Wistron, Wiwynn, Inventec, Quanta providing servers to Google, Facebook, Microsoft, Amazon, and OEMs such as Hewlett Packard Enterprise (HPE) and Dell. Inventec and Quanta have the highest number of partnerships with leading cloud providers. Exhibit 2 shows the customer-ODM relationships.

Exhibit 2: Cloud Provider/OEM – ODM Partnerships

The future looks bright for the ODMs, server OEMs, as well as component makers as cloud providers, continue to expand their consumer base as well as services. Multiple new services such as cloud gaming, service mesh, IoT expansion as well as entry into new geographies will drive the cloud adoption and hence, will increase the infrastructure spend by cloud service providers.

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Insights Tag： AWS