Big Nine are building digital ecosystems; cloud, connectivity, platforms and other initiatives all point to this end state

Big Nine build digital ecosystems; cloud, connectivity, platforms and other initiatives all point to this end state

Big Nine aim to own the foundational, intelligent innovation platforms of the digital economy

The Big Nine — Alibaba (NYSE: BABA), Alphabet (Nasdaq: GOOGL), Amazon (Nasdaq: AMZN), Apple (Nasdaq: AAPL), Baidu (Nasdaq: BIDU), Facebook (Nasdaq: FB), Microsoft (Nasdaq: MSFT), Rakuten and Tencent — view 5G and distributed computing as innovation platforms on top of which value will be created in the digital economy. The Big Nine are building “brains” in their central cloud environments that will autonomously orchestrate and manage the fundamental platforms upon which the digital economy will be built.

A recent example of this trend by the Big Nine to own the intelligence layer and build these platforms is seen in Microsoft’s recent actions, whereby the company acquired Affirmed Networks and Metaswitch (pending) and struck partnerships with ecosystem providers such as Federated Wireless to build out digital marketplaces that enable end users to consume network resources directly from the cloud.

The Webscale ICT Market Landscape includes key findings, market size, customer adoption, operator positioning and strategies, geographic adoption, vendor positioning and strategies, and acquisition and alliance strategies and opportunities.

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    […] (Nasdaq: BIDU), Facebook (Nasdaq: FB), Microsoft (Nasdaq: MSFT), Rakuten  and Tencent — view 5G and distributed computing as innovation platforms on top of which value will be created in the digital economy. The Big Nine […]

    […] Alibaba Group’s aforementioned profit margins, fueled by its B2B operating model, have enabled a hefty investment of $28 billion dedicated to the cloud business. As the world was gripped by the initial effects of the COVID-19 pandemic back in April, the parent company announced the allocation of the sum, which stands as a massive proclamation of the company’s dedication to cloud and related technologies as the core drivers toward the enablement of DT. The sweeping investment, coupled with new leadership and an expanding partnership strategy, solidifies Alibaba’s intent to position its cloud business as a viable contender against AWS, especially in APAC. Alibaba is clearly placing a large majority of its bets on cloud and the future of DT, as the investment equates to 40% of its total 2019 revenue and is 5.7x the revenue of Alibaba Cloud. […]