IDC | July 01, 2022
According to the International Data Corporation (IDC) Worldwide Quarterly Enterprise Infrastructure Tracker: Buyer and Cloud Deployment, spending on compute and storage infrastructure products for cloud deployments, including dedicated and shared environments, increased 17.2% year over year in the first quarter of 2022 (1Q22) to $18.3 billion. This growth continues a series of strong year-over-year increases in spending on infrastructure products by both service providers and enterprises despite tight supply of some system components and disruptions in transportation networks. Investments in non-cloud infrastructure increased 9.8% year over year in 1Q22 to $14.8 billion, continuing a streak of growth for this segment into its fifth quarter.
Spending on shared cloud infrastructure reached $12.5 billion in the quarter, increasing 15.7% compared to a year ago. IDC expects to see continuously strong demand for shared cloud infrastructure with spending expected to surpass non-cloud infrastructure spending in 2022 for the first time. Spending on dedicated cloud infrastructure increased 20.5% year over year in 1Q22 to $5.9 billion. Of the total dedicated cloud infrastructure, 47.8% was deployed on customer premises.
For the full year 2022, IDC is forecasting cloud infrastructure spending to grow 22% compared to 2021 to $90.2 billion – the highest annual growth rate since 2018 – while non-cloud infrastructure is expected to grow 1.8% to $60.7 billion. The increased forecast for both segments is partially driven by inflationary pressure and expectations of higher systems prices during 2022 as well as improvements in the supply chain in the second half of the year. Shared cloud infrastructure is expected to grow by 24.3% year over year to $63.9 billion for the full year. Spending on dedicated cloud infrastructure is expected to grow 16.8% to $26.3 billion for the full year.
As part of the Tracker, IDC follows various categories of service providers and how much compute and storage infrastructure these service providers purchase, including both cloud and non-cloud infrastructure. The service provider category includes cloud service providers, digital service providers, communications service providers, and managed service providers. In 1Q22, service providers as a group spent $18.3 billion on compute and storage infrastructure, up 14.5% from 1Q21. This spending accounted for 55.3% of total compute and storage infrastructure spending. Spending by non-service providers increased 12.9% year over year, the highest growth in fourteen quarters. IDC expects compute and storage spending by service providers to reach $89.1 billion in 2022, growing 18.7% year over year.
At the regional level, year-over-year spending on cloud infrastructure in 1Q22 increased in most regions. Once again Asia/Pacific (excluding Japan and China) (APeJC) grew the most at 50.1% year over year. Japan, Middle East and Africa, China, and the United States all saw double-digit growth in spending. Western Europe grew 6.4% and growth in Canada slowed to 1.2%. Central & Eastern Europe, affected by the war between Russia and Ukraine, declined 10.3%, while Latin America declined 11.3%. For 2022, cloud infrastructure spending for most regions is expected to grow, with four regions, APeJC, China, the U.S., and Western Europe, expecting to post annual growth in the 20-25% range. Impact of the war will continue to hurt spending in Central and Eastern Europe, which is now expected to decline 54.6% in 2022.
Long term, IDC expects spending on compute and storage cloud infrastructure to have a compound annual growth rate (CAGR) of 14.5% over the 2021-2026 forecast period, reaching $145.2 billion in 2026 and accounting for 69.7% of total compute and storage infrastructure spend. Shared cloud infrastructure will account for 72.6% of the total cloud amount, growing at a 15.4% CAGR. Spending on dedicated cloud infrastructure will grow at a CAGR of 12.1%. Spending on non-cloud infrastructure will grow at 1.2% CAGR, reaching $63.1 billion in 2026. Spending by service providers on compute and storage infrastructure is expected to grow at a 13.4% CAGR, reaching $140.8 billion in 2026.
A graphic illustrating IDC's 2021-2026 forecast for worldwide enterprise infrastructure spending by deployment type (Shared Cloud, Dedicated Cloud, and Non-Cloud) is available by viewing this press release on IDC.com.
IDC's Worldwide Quarterly Enterprise Infrastructure Tracker: Buyer and Cloud Deployment is designed to provide clients with a better understanding of what portion of the compute and storage hardware markets are being deployed in cloud environments. The Tracker breaks out each vendors' revenue into shared and dedicated cloud environments for historical data and provides a five-year forecast. This Tracker is part of the Worldwide Quarterly Enterprise Infrastructure Tracker, which provides a holistic total addressable market view of the four key enabling infrastructure technologies for the datacenter (servers, external enterprise storage systems, and purpose-built appliances: HCI and PBBA).
IDC defines cloud services more formally through a checklist of key attributes that an offering must manifest to end users of the service.
Shared cloud services are shared among unrelated enterprises and consumers; open to a largely unrestricted universe of potential users; and designed for a market, not a single enterprise. The shared cloud market includes a variety of services designed to extend or, in some cases, replace IT infrastructure deployed in corporate datacenters; these services in total are called public cloud services. The shared cloud market also includes digital services such as media/content distribution, sharing and search, social media, and e-commerce.
Dedicated cloud services are shared within a single enterprise or an extended enterprise with restrictions on access and level of resource dedication and defined/controlled by the enterprise (and beyond the control available in public cloud offerings); can be onsite or offsite; and can be managed by a third-party or in-house staff. In dedicated cloud that is managed by in-house staff, "vendors (cloud service providers)" are equivalent to the IT departments/shared service departments within enterprises/groups. In this utilization model, where standardized services are jointly used within the enterprise/group, business departments, offices, and employees are the "service users."
About IDC Trackers
IDC Tracker products provide accurate and timely market size, vendor share, and forecasts for hundreds of technology markets from more than 100 countries around the globe. Using proprietary tools and research processes, IDC's Trackers are updated on a semiannual, quarterly, and monthly basis. Tracker results are delivered to clients in user-friendly Excel deliverables and on-line query tools.
International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,300 analysts worldwide, IDC offers global, regional, and local expertise on technology, IT benchmarking and sourcing, and industry opportunities and trends in over 110 countries. IDC's analysis and insight helps IT professionals, business executives, and the investment community to make fact-based technology decisions and to achieve their key business objectives. Founded in 1964, IDC is a wholly owned subsidiary of International Data Group (IDG), the world's leading tech media, data, and marketing services company.
Commvault | July 01, 2022
Metallic DMaaS on Oracle Cloud is now a part of Commvault's strategic relationship with Oracle, a leader in intelligent data services across on-premises, cloud, and SaaS settings. Metallic's market-leading services will be made available on Oracle Cloud Infrastructure (OCI) and will be accessible in all commercial OCI regions worldwide as part of Commvault's multi-cloud strategy.
For business customers wishing to hasten their OCI transition, Metallic and OCI will offer improved price-performance, built-in enhanced security, and streamlined recovery and management. In addition, Oracle users may now safeguard crucial data assets in the cloud or on-premises by utilizing OCI Storage for superior air-gapped ransomware protection while preserving flexibility across customer-controlled storage or a SaaS-delivered data protection service inclusive of managed cloud storage.
Metallic DMaaS supports the protection of data against corruption, unauthorized access, and other threats across critical business sectors, such as insurance, financial services, manufacturing, and defense, in the fight against ransomware and cyberattacks. Customers can quickly backup their digital footprint in any consumption model, including cloud-native and on-premises workloads, including databases, virtual machines, Kubernetes, file and object storage, and workloads running on databases and virtual machines.
"The combination of Metallic DMaaS and OCI is a big win for customers looking for data mobility, agility, and security as they link on-premises Oracle solutions to OCI and evolve their data management capabilities."
Vinny Choinski, senior analyst, Enterprise Strategy Group
Metallic's data protection now covers OCI VMs, Oracle Databases, and Oracle Container Engine, thanks to the addition of support for safeguarding OCI workloads and writing to OCI Storage. Additionally, Oracle Linux is accessible to over 400,000 Oracle enterprise customers and the more than 100,000 clients wishing to use Oracle Cloud Infrastructure to protect their mission-critical data but who have previously relied on Commvault technology. As a part of the Oracle PartnerNetwork, Commvault will promote and sell Metallic DMaaS alongside Oracle in a partnership that will hasten Metallic's attempts to become worldwide. Available in the Oracle Cloud Marketplace is Metallic DMaaS.
"We're excited to partner with Commvault and enable our customers to restore and recover their most mission-critical cloud data. Data protection and compliance requirements are necessities in today's business environment, which is why we're confident that OCI's built-in, always-on security features combined with Metallic DMaaS will provide additional peace of mind for our joint customers," said Clay Magouyrk, executive vice president, Oracle Cloud Infrastructure.
Zeeve | June 30, 2022
Leo Capital and Blu Ventures contributed $2.65 million to the seed round of Zeeve, an enterprise-grade no-code platform for automating blockchain infrastructure. The money obtained from this round will be utilized to strengthen product development, expand the technical team, and broaden the company's appeal to DApp developers and multinational organizations.
Using its no-code platform, Zeeve makes it simple to install Blockchain nodes and Decentralized Apps on enterprise-grade infrastructure. The stakeholders may manage their nodes and networks with powerful analytics and real-time notifications, and nodes can be deployed in a matter of minutes. The majority of the important permissioned blockchain protocols, such as Hyperledger Fabric, R3 Corda, Fluree, and Hyperledger Sawtooth, as well as public blockchain protocols, such as Bitcoin, Ethereum, Polygon, Binance Smart Chain, Tron, Avalanche, and Fantom, are supported by Zeeve's solution.
Zeeve was established in 2021 by Dr. Ravi Chamria, a serial entrepreneur, tech evangelist, and co-founders Ghan Vashistha and Sankalp Sharma. Zeeve has since become a leader in the development of simple-to-deploy web3 infrastructure, with the trust of more than 10,000 developers, Blockchain startups, and businesses.
"The Internet has come a long way - from the simple web pages of web1.0 to the decentralized web3.0. Lots of exciting innovations have happened in the web3.0 space like DeFi, NFTs, Decentralized Insurance, Prediction Markets, etc. We should expect to see a lot more innovation over the next five years, revolutionizing how we use the internet. With further advancements in blockchain technology, we may soon see web3 utilized for everything from online commerce to voting and governance."
Dr. Ravi Chamria, CEO, Zeeve
Web3 is reportedly being hailed as the internet of the future by Harvard Business Review. Web3 has the power to increase everyone's access to the internet. More quickly than in previous web iterations, Web3 infrastructure may be used by new enterprises to create communities around their brands and product concepts. By linking to content networks powered by blockchain technology and granting users some level of data governance, even currently operating platforms may use such prospects. All of this suggests that the web will appear very different — and far more open — than it does right now in the future.
"In this new era of the internet, companies like Zeeve play a pivotal part in making it easy for enterprises and Blockchain startups to deploy blockchain nodes and consume APIs to connect with Blockchains. Zeeve's offering helps DevOps teams ease their operational, security, and performance challenges while deploying and managing Blockchain nodes and networks," says Tarun Upaday, Partner, Blu Ventures.