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Companies spent big on cloud infrastructure – $ 15.1 billion – in the first quarter 2021, said the International Data Corporation (IDC) in its latest tracker. Specifically, spend on compute and storage infrastructure products for cloud infrastructure, including dedicated and shared environments, increased 12.5% ​​year-over-year, from 6.3% year-over-year increase for non-cloud infrastructure. Global spending on non-cloud infrastructure was $ 13.5 billion in the first quarter of 2021.

IDC tracks various categories of service providers as part of its Quarterly infrastructure monitoring. the Quarterly Global Enterprise Infrastructure Tracking: Buyer and Cloud Deployment, released Thursday, provides a better understanding of how much of the compute and storage hardware markets are deployed in cloud environments. The market research company also named the top providers of cloud infrastructure technologies in the world, breaking them down by revenue, market share and revenue growth between Q1 2020 and Q1 2021.

Last year, lockdowns and restrictions related to the pandemic had a lasting impact on IT infrastructure, particularly the increased reliance on cloud platforms for the delivery of business, educational and social applications, IDC said in his tracker. The increased focus of organizations on business continuity and risk management will likely lead to more digital transformation initiatives and Increase adoption of delivery as a service models, according to IDC.

Move away from non-cloud infrastructure

IDC analyzed spending on dedicated and shared cloud infrastructure. Global shared cloud infrastructure spending increased 11.6% from the same period last year to $ 10.3 billion, while dedicated cloud infrastructure spending increased 14.7% to $ 4.8 billion. Overall, IDC expects shared cloud infrastructure spending to eventually exceed non-cloud infrastructure spending in the near future.

Combined with a rise in power pandemic cloud interest, the strong first quarter results led IDC to forecast significant growth in the technology for the remainder of the year. For 2021 as a whole, IDC forecasts cloud infrastructure spending to grow 12.9 percent to $ 74.6 billion, while expecting non-cloud infrastructure spending to grow by only 2.7% to $ 58.5 billion. This, of course, follows two years of decline on the non-cloud side.

Who are the leaders in cloud infrastructure?

Spending on cloud infrastructure grew almost universally across different regions during the first quarter of this year. Canada, China and Asia / Pacific (excluding Japan and China) recorded the highest annual growth rates at 40.3%, 35.0% and 28.8%, respectively. Western Europe grew 10.8% and the United States 4.5%. Cloud infrastructure spending in Japan, on the other hand, edged down 1.1%.

All major suppliers have increased their cloud infrastructure revenues in 1Q21, with Lenovo (38.2%) and Huawei (37.9%) making the most significant gains, as well as HPE / H3C (combined due to the nature of their existing joint venture) with 18.2 %.

Despite the impressive growth of some companies, Dell Technologies has always maintained its lead in terms of revenue and market share with a significant margin, even though it has only seen revenue growth. 1.9%. It was the smallest gain of any vendor tracked, but it was more than enough to keep Dell on top. While IDC brings in $ 994 million and $ 460 million in revenue for Lenovo and Huawei respectively, Dell has brought in nearly $ 2.5 billion.


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