Alibaba beats IBM in cloud infrastructure market

Alibaba announced on November 5 (local time) that cloud sales in the first quarter reached $2.94 billion. As a result, it surpassed IBM’s $1.65 billion in sales.

Of course, $2 billion is a big figure, but Amazon is ranked first and second with cloud infrastructure sales of $11.6 billion in the last quarter and Microsoft Azure with $5.9 billion, respectively. Google Cloud is ranked third with 9% market share and $2.9 billion in sales.

Alibaba lags behind this, but nevertheless, surpassed IBM and placed in fourth place. It is unknown whether Alibaba will be able to beat Google, but nevertheless, it is phenomenal that Alibaba, which entered the cloud market in 2015, overtook IBM within a few years.

The growth rate of 60% is a little more than 59% in the previous quarter, but it also means that Alibaba is continuing to grow steadily. Alibaba Group Chairman Daniel Zhang also revealed that digital transformation driven by Corona 19 in China, its main market, is the main cause of stable growth.

Cloud is a fast-growing business, and as all industries are undergoing digital transformation, cloud transformation is an important step. Accordingly, Alibaba also expects growth to continue in the medium term. Alibaba already has some track record outside of China and Hong Kong. Although the business is smaller than China, it has imprinted its data center and cloud presence in six countries in the Asia-Pacific region, the United States, the United Kingdom, and the United Arab Emirates, and is also a market leader in Indonesia and Malaysia.

According to synergy analysis data, in addition to Amazon 33%, Microsoft 18%, Google 9%, Alibaba market share was 5%, IBM 5%, Salesforce 3%, Tencent 2%, Oracle 2%, NTT 1%, SAP 1%. It is called. Related information can be found here .