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Hyperscaler Digital Ecosystem

Market landscapes provide analysis of an emerging or disruptive market segment or technology, including insight into how vendors and customers address the emerging technology as well as market sizing, vendor positioning, strategies, acquisitions, alliances and customer adoption trends.

The hyperscaler companies (also referred to as webscales or internet content providers) covered in TBR’s Hyperscaler Digital Ecosystem Market Landscape invest in ICT and related digital infrastructure to drive their core businesses, which can include, but are not limited to, advertising, cloud services, e-commerce, financial services and media. In some cases, hyperscalers will also invest in and provide telecommunications services, such as broadband access, to accelerate their digital businesses.


This report focuses on the nine hyperscalers (the Big Nine — Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, Rakuten, Tencent) that TBR believes will own the largest, most comprehensive end-to-end digital ecosystems in the digital era. Additionally, the report includes key findings, market size, customer adoption, operator positioning and strategies, geographic adoption, vendor positioning and strategies, and acquisition and alliance strategies and opportunities.

CADENCE

Semiannual, 1Q/3Q (publishes in June and December)

COMPANIES

Leading companies such as Alphabet, Amazon, Apple, Meta, Microsoft, Alibaba, Baidu, Tencent and Rakuten

GEOGRAPHY

Global

TABLE OF CONTENTS

Taxonomy and Definitions
Webscale Landscape Overview
Digital Ecosystem
Key Findings
Capex Spend Assessment
Webscale Initiative Heat Map and Positioning in Connectivity
Vendor Performance and Strategies
Key Webscale Initiatives
Key Webscale Company Profiles
Acqusitions and Alliances


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