Edited by Haitong: "exploring the global perspective, China's cloud computing chain is just around the corner."
Under the guidance of the strong IT technology foundation and the leading industry direction of the Internet, the US cloud computing industry has a significant first-mover advantage, with a large number of stocks with strong stock performance, such as:$Amazon.Com Inc (AMZN.US) $$Microsoft Corp (MSFT.US) $$Alphabet Inc-CL C (GOOG.US) $$Arista Networks, Inc. (ANET.US) $$Equinix Inc (EQIX.US) $$CRM.US (Sai FTSE) $Wait.
Composition of cloud computing industry chain
The cloud computing industry chain consists of the upstream infrastructure layer, platform and software layer, the mid-stream operation support layer, and the downstream operation service layer. The upstream infrastructure layer provides hardware equipment for cloud computing, mainly the Internet data center (Internet DataCenter, hereinafter referred to as IDC). The operation support layer in the middle reaches provides operation and maintenance and broadband support for the cloud computing service system. Downstream cloud service providers face users and provide cloud terminals and cloud services, which can be divided into SaaS,PaaS,IaaS
Upstream of cloud computing industry: third-party IDC and network equipment manufacturers take off against the wind
In the process of rapid development of cloud computing in North America, in addition to cloud computing giants building large cloud computing data centers themselves, they also gave birth to third-party IDC giants like Equinix, and in addition to Cisco Systems, ARISTA Networks (ANET), a new network equipment business giant developed around cloud computing.
Equinix regards all data centers as the same platform. With the increase of the number of customers, the scale effect is significant, and the response speed of information and applications is also greatly enhanced. The market effect based on a large number of customers is its core competitive advantage.
Arista was founded in 2004, since its inception, it has made clear the clear goal of providing storage, computing environment and cloud network solutions for large data centers, focusing on the R & D and manufacture of 10/40/100Gigabit Ethernet switches, thus changing the performance-to-price ratio of data centers by redefining the network architecture.
Downstream of cloud computing industry: the four giants of cloud computing in North America, each taking the lead.
Amazon.Com Inc has a solid leading position in AWS, a virtuous circle brought about by economies of scale, rich infrastructure and product resources, steady technological innovation and investment expansion, and entered China through cooperation.
Microsoft Corp Azure expanded strongly, Windows technology integration and enterprise market experience helped PaaS,Office365 to achieve 100 million monthly active users and widely distributed users to boost IaaS, and hybrid cloud solutions entered China to accelerate competition and gradually narrow the gap with AWS.
Alphabet Inc-CL C Cloud is the first distributed system, the data center is expanding rapidly, the "AIFirst" strategy leads the development of artificial intelligence, and the customer relationship is stable.
IBM has gone through four transformations to establish cognitive solutions and cloud platform company positioning, total revenue declined but cloud computing business revenue continued to rise, strategic business continued high growth, Watson artificial intelligence platform has broad prospects, private cloud / hybrid cloud market focus.
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