{"id":4495,"date":"2024-02-27T09:31:25","date_gmt":"2024-02-27T01:31:25","guid":{"rendered":"https:\/\/www.1ai.net\/?p=4495"},"modified":"2024-02-27T09:31:25","modified_gmt":"2024-02-27T01:31:25","slug":"canalys%e9%a2%84%e6%b5%8b%ef%bc%9a2024%e5%b9%b4%e5%85%a8%e7%90%83%e4%ba%91%e6%9c%8d%e5%8a%a1%e6%94%af%e5%87%ba%e5%b0%86%e5%a2%9e%e9%95%bf20-%e5%8a%a0%e5%a4%a7%e5%af%b9%e7%9a%84ai%e6%8a%95%e8%b5%84","status":"publish","type":"post","link":"https:\/\/www.1ai.net\/en\/4495.html","title":{"rendered":"Canalys predicts: Global cloud service spending will grow by 20% in 2024, increasing investment in AI"},"content":{"rendered":"

In the fourth quarter of 2023, global cloud infrastructure service spending increased by 19% year-on-year to US$78.1 billion, an increase of US$12.3 billion from the same period last year. Total annual spending increased from US$247.1 billion in 2022 to US$290.4 billion, an increase of 18%. The impact of enterprise IT optimization on the cloud service market has gradually weakened, and more and more companies have expanded their consumer contract agreements with leading cloud vendors to meet growing demand. At the same time, cloud migration has re-accelerated, and new demand has surged, especially with the widespread adoption of AI applications.<\/p>\n

Canalys<\/a>It is expected that global cloud infrastructure service spending will grow by 20% in 2024, an increase from 18% in 2023. In the fourth quarter of 2023, the top three cloud vendors are Amazon Web Services (AWS), Microsoft Azure and Google Cloud, which together grew by 21% and accounted for 66% of total spending. Microsoft Azure and Google Cloud had strong revenue growth in the quarter, both exceeding 25% year-on-year. Microsoft outperformed the market with a growth rate of 30%, continuing to narrow the market share gap with AWS. Although AWS's growth rate has improved, its year-on-year growth of 13% still lags behind Microsoft Azure and Google Cloud.<\/p>\n

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Amazon Web Services (AWS) leads the cloud infrastructure services market in the fourth quarter of 2023, accounting for 31% of total spending. AWS has slightly picked up momentum after several quarters of slowing growth, with revenue increasing by 13% year-over-year. As of the fourth quarter of 2023, AWS's backlog reached $155.7 billion, up more than $45 billion year-over-year. AWS's growth trend is expected to continue until 2024.<\/p>\n

Microsoft Azure's market share increased to 26% in the fourth quarter of 2023, up from 23% in the same period of 2022. The surge in AI applications drove Azure's revenue to grow by 30% year-on-year. Azure expanded its support for OpenAI in the quarter.up to date<\/span>Model support and provides fine-tuning capabilities.<\/p>\n

Google Clouds is the third largest cloud manufacturer, with a corresponding increase of 261 TP3T, representing 101 TP3T in the fourth quarter of 2023. The new growth trajectory of Google Clouds began, driven by demand from AI. As at 31 December 2023, the accumulated backlog of Google Clouds stood at $74.1 billion, up from $64.3 billion at the end of 2022. Google hopes that its AI model Gemini will push it to the forefront of the AI industry. Only two months after the launch of Gemini, Google announced its iterative version, Gemini 1.5, in February 2024, which is intended primarily for developers and business users and is scheduled to be launched to a wider audience in the near future. Google Clouds has been focusing on expanding channel cooperation to drive growth. Since 2022, the number of sales agreements facilitated with partners has tripled\u3002<\/p>\n

The above data show that the global cloud service market will see greater growth in 2024, and major manufacturers will compete to increase investment in AI in order to gain greater advantages in market share.<\/p>","protected":false},"excerpt":{"rendered":"

Global spending on cloud infrastructure services grew 191 TP3T year-over-year to $78.1 billion in the fourth quarter of 2023, an increase of $12.3 billion from the same period a year earlier. For the full year, total spending increased $18% to $290.4 billion from $247.1 billion in 2022.The impact of enterprise IT optimization on the cloud services market is waning, with an increasing number of enterprises expanding their consumer contract agreements with head cloud vendors to meet growing demand. Meanwhile, cloud migration efforts are re-accelerating with a surge in new demand, especially in the widespread adoption of AI applications. Canalys expects global cloud infrastructure services spending to grow by 201 TP3T in 2024, up from 181 TP3T in 2023. In Q4 2023, the top three cloud vendors were Amazon Cloud Technology (AWS), Microsoft A<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[1373,531],"collection":[],"class_list":["post-4495","post","type-post","status-publish","format-standard","hentry","category-news","tag-ai","tag-canalys"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/4495","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/comments?post=4495"}],"version-history":[{"count":0,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/4495\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/media?parent=4495"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/categories?post=4495"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/tags?post=4495"},{"taxonomy":"collection","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/collection?post=4495"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}