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不是亚马逊,也不是微软,到底谁是云收入增长之王?

不是亚马逊,也不是微软,到底谁是云收入增长之王?

Bard Darrow 2017-09-29
这家中国公司在本国的市场占有率很高,在北美和其它国家也加快了云服务的发展步伐。

在云计算领域的一个主要细分市场,夺得收入增幅桂冠的不是美国云服务前三大供应商——亚马逊、微软或谷歌,而是来自中国的阿里巴巴,其全球云收入比上一年翻番还多。

市场调研公司高德纳的数据显示,阿里巴巴去年云收入6.75亿美元,相比2015年的2.98亿美元,涨幅达到126.5%。阿里巴巴在中国市场占有率很高,在北美和其它国家也加快了云服务的发展步伐。

高德纳的这项研究对象是云计算的一个主要细分领域——“基础设施即服务”,包括基本计算、数据存储和网络服务等,企业可以根据需求自由租用这些服务。这一细分领域不包括基于云的业务软件,比如说Salesforce。

云计算基础设施是财富500强公司、甚至更多公司关注的热门话题,它们全都在评估是否应该把更多业务软件放在非现场的数据中心运行,取代公司自己的数据中心,或者作为后者的补充。

在这个增幅榜上,紧随阿里巴巴之后的是谷歌,其云业务同比翻番,从2.5亿增加到5亿美元。微软 Azure增长了61.1%,从9.8亿美元上升到16亿美元,亚马逊网络服务Web Service则从约67亿美元增加到约98亿美元,增幅45.9%。Rackspace运营自己的一套云基础设施,同时还为谷歌、AWS和微软产品提供服务,在榜单上位列第五,其全球收入增幅2.2%,从4.61亿美元增加到4.84亿美元。

AWS在大约10年前是这个细分市场的领先企业,该公司的业务体量比其它企业巨大得多,因此增幅较小。

高德纳报告显示,“基础设施即服务”的云服务市场规模从2015年的168亿美元增长到2016年的221亿美元,整体增长了31%。亚马逊占有44%的市场份额,微软以7.1%的市场份额排名第二,新兴的阿里巴巴占据了3%的市场。

高德纳研究总监斯德·纳格对《财富》表示,亚马逊的业务规模相当大,但由于来自微软Azure 、谷歌和阿里巴巴的竞争加剧,预计其增速将放缓。(财富中文网)

译者:珠珠

When it comes to revenue growth in one key cloud computing sector, the top ranking doesn't belong to any of the big three U.S. cloud companies—Amazon, Microsoft, or Google. Instead, China's Alibaba led the list with worldwide cloud revenue more than doubling last year.

Alibaba's cloud sales soared 126.5% to $675 million last year from $298 million in 2015, according to market research firm Gartner. Alibaba (BABA, +2.42%) is a dominant force in China, but it also is ramping up its Aliyun cloud effort in North America and other markets.

Gartner's (IT, -0.56%) research covers one critical cloud computing segment known to techies as "Infrastructure as a Service." That category includes basic computing, data storage, and networking services that companies can rent as needed. This category does not include cloud-based business software, like Salesforce (CRM, +0.88%).

Cloud infrastructure is a very hot topic among Fortune 500 and other companies—virtually all of which are assessing whether they should run more of their business software in offsite cloud data centers instead of (or in addition to) managing more of their own data centers.

Following Alibaba in the rankings was Google, which doubled cloud revenue worldwide year-over-year to $500 million from $250 million; Microsoft Azure had 61.1% growth to nearly $1.6 billion from $980 million; and Amazon Web Services revenue grew 45.9% to nearly $9.8 billion from about $6.7 billion. Rackspace, which manages its own set of cloud infrastructure but also provides services for Google, AWS, and Microsoft products, came in fifth, with worldwide revenue growing 2.2% to $484 million from $461 million.

AWS, which pioneered this category more than a decade ago is growing off a much bigger base than the other cloud contenders. Growth typically is much harder for bigger companies.

The Gartner report shows the overall market for this type of cloud service grew 31% last year to $22.1 billion from $16.8 billion in 2015. Amazon accounts for just over 44% of the total market; Microsoft (MSFT, +0.79%) is second with 7.1%; while upstart Alibaba had just 3%.

Amazon (AMZN, +1.30%) is huge, but its growth is expected to slow because of growing competition from Azure, Google (GOOG, +2.15%), and Alibaba, Gartner research director Sid Nag told Fortune.

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