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年間契約型情報サービス

クラウドの構築:Webスケールネットワークのサプライチェーン分析

Building the Cloud: Webscale Network Supply Chain Analyzer

発行 MTN Consulting, LLC 商品コード 778074
出版日 年間契約型情報サービス ページ情報 英文
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本日の銀行送金レート: 1USD=110.75円で換算しております。
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クラウドの構築:Webスケールネットワークのサプライチェーン分析 Building the Cloud: Webscale Network Supply Chain Analyzer
出版日: 年間契約型情報サービス ページ情報: 英文
概要

当サービスは、各オペレーターのWebスケール関連サプライチェーンを詳細に調査し、Webスケールネットワークにおける技術支出について分析しています。

目次

インデックス

  • イントロダクション
  • 調査範囲
  • 用語

サプライチェーン分析

  • 契約のサマリー
  • 契約のダッシュボードマトリクス
  • 契約データ表:全契約

補足

  • Global Network Infrastructure (GNI) Tracker
  • ネットワークオペレーター対象範囲
  • 調査手法
目次

The world's largest technology companies are investing heavily in webscale networks. These are centered around enormous webscale, also known as "hyperscale" data centers, and the web of infrastructure connecting them.

This webscale network operator (WNO) sector of companies invested $85.4B in capex in the first nine months of 2018 (YTD18), up 56% YoY. Nearly half of WNO capex is for technology. Further, webscale operators spend even more on R&D each year than capex; webscale R&D expenses over the last twelve months (LTM) were 10.0% of revenues (from 9.7% a year prior). With this spending rise, it is important to understand how WNOs blend internal expertise with procured technology from outside vendors to build their networks.

MTN Consulting's "Webscale Network Supply Chain Analyzer" tracks technology spending in this sector by digging deep into the webscale-related supply chains of each operator. The Analyzer tracks contracts/deals between WNOs and technology vendors across eight product categories, and provides detail on type of relationship and nature of deal. The goal is to provide a comprehensive view of the competitive landscape facing vendors who aim to sell or partner with webscale operators.

This database includes 467 entries. They are concentrated in the 2016-18 period but stretch back to 2010. The vast majority of contracts involve one of the top 8 WNOs, who account for ~80% of total WNO capex. More companies are building webscale networks over time, though, and more vendors are selling to them. Our coverage will evolve with the sector.

Table of Contents

Index

  • Introduction
  • Coverage
  • Terms of Use

Supply Chain Analyzer

  • Contracts Summary
  • Contracts Dashboard Matrix
  • Contracts Data Table - All Contracts

About

  • Global Network Infrastructure (GNI) Tracker
  • Network Operator Coverage
  • Methodology

List of Figures & Charts

  • Capex and vendor contracts, 2011-2018
  • Contracts by product: all years
  • Top vendors, all years
  • Contracts by quarter
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