HPE i Inspur bliżej Della na chmurowym topie
To będzie rok przełomu - uważa IDC.

W III kw. 2019 r. przychody dostawców infrastruktury chmury (serwery, pamięć masowa, przełączniki ethernetowe) spadły drugi kwartał z rzędu (o 1,8 proc. r/r), ale też po raz drugi wyprzedziły nakłady przeznaczane na infrastrukturę IT nie związaną z cloud computingiem – według IDC.
Warto zaznaczyć, że w regionie CEE wydatki na infrastrukturę chmurową zwiększyły się mimo globalnego spadku (+4,6 proc. w III kw. 2019 r.).
Globalny dołek w sprzedaży sprzętu do środowisk chmurowych jest związany z mniejszymi inwestycjami dostawców usług chmury publicznej (-3,7 proc. r/r, ale wzrost o 24,4 proc. wobec II kw. 2019 r.).
Nakłady na chmury prywatne zwiększyły się natomiast o 3,2 proc. w III kw. 2019 r. W całym roku 2019 przewidywano wynik 7,2 proc. na plusie.
Wydatki na sprzęt do budowy chmury w III kw. 2019 r. przebiły inwestycje nie związane z cloud computingiem, sięgając 53,4 proc. udziału w światowym rynku infrastruktury IT. Poprzednio bariera 50 proc. została przekroczona w III kw. 2018 r., ale potem znów ten odsetek spadł. IDC przypuszcza, że 2020 r. będzie rokiem przełomu, gdy wydatki na serwery, storage i przełączniki przeznaczone do chmury na stałe przewyższą sumę inwestycji w inną infrastrukturę IT. W III kw. 2019 r. sprzedaż infrastruktury IT nie związanej z chmurą stopniała o 7,7 proc.
IDC spodziewa się, że do 2023 r. udział tradycyjnej infrastruktury IT w wydatkach spadnie do ok. 42 proc. z 51,6 proc. w 2018 r. Trend w tym kierunku obserwowany jest we wszystkich regionach, jednak popyt na tradycyjną infrastrukturę IT podtrzymują niektóre zastosowania i praktyki biznesowe, a czasem niechęć użytkowników do zmian – według analityków.
Największy udział w rynku infrastruktury chmurowej ma Dell (15,5 proc. w III kw. ub.r.), lecz jego sprzedaż spadła o 2,6 proc. Do lidera zbliżył się HPE oraz Inspur. Te marki zwiększyły obroty o 8 proc. i 14,8 proc. Wielką piątkę uzupełniają Cisco i Lenovo.
Najwięksi dostawcy infrastruktury chmurowej
Inwestycje w tradycyjną infrastrukturę IT będą spadać – wynika z prognozy
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Firmy mają jeden spory problem z bezpieczeństwem
Ransomware stanowił aż 40 proc. cyberzagrożeń wykrytych w III kw. br. Niektóre ofiary ułatwiają przestępcom robotę.
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Zarządzanie danymi pociągnie wydatki na infrastrukturę
Są rozwiązania, które zapewnią ponad 50-procentowy wzrost inwestycji.
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Wzrost sprzedaży Lenovo zatrzymany po 10 kwartałach. Zysk w górę
Topniejący popyt na PC widać w wynikach Lenovo. Rosły natomiast inne biznesy.