Historical Data

• According to the Synergy Research Group, enterprise spending on cloud infrastructure services increased from "virtually zero to almost $100 billion" during the period 2009 to 2019. A chart displaying the progress of enterprise spend on cloud and data centers can also be accessed at this link.
• The growth of the average annual spend for cloud infrastructure services was 56% during 2009 to 2019, compared to 4% for on-premise hardware sales.
• Figures used by the Synergy Research Group for 2019 were derived from actual sales for three quarters and projected sales for the final quarter.

Present Market

• The IDC publishes a Quarterly Global Cloud IT Infrastructure Tracker. This is a paywalled service from which vendor revenue from sales of IT Infrastructure products can be derived.
• According to the IDC, vendor revenue from the sales of IT Infrastructure products for both public and private cloud environments increased 34.4% year-over-year in Q2 2020. Enterprise investments in non-cloud infrastructure declined 8.7% year-on-year in Q2 2020.
• IDC notes that the respective growth rates are reflective of adjustments to societal, business, and educational activities due to the COVID-19 pandemic.
• Public cloud IT infrastructure increased to $14.1 billion in Q2 2020, an increase of 47.8% year-over-year, whereas spending on private cloud IT infrastructure increased to $5 billion or 7% year-over-year. On-premise private clouds accounted for 64.1% of the private cloud total.
• Spending on compute platforms, storage platforms and Ethernet switches dominate in cloud IT environments as opposed to non-cloud environments. In cloud deployment environments, spending on compute platforms is the largest segment at $37.7 billion or 50.9%, storage platforms are growing the quickest with $27.8 billion or 21.2%, while the Ethernet switches segments increased by 3.9% year-over-year to $8.5 billion.

Projected Market

• Compound annual growth rate for the cloud IT infrastructure market was 10.4% over the period 2019 to 2024. This is an estimated value of $109.3 billion in 2024 or 63.6% of the total IT Infrastructure spend.

Useful Information

• The IDC publishes a Quarterly Global Cloud IT Infrastructure Tracker. This is a paywalled service from which vendor revenue from sales of IT Infrastructure products can be derived. The database is accessible through the sales department.
• The Synergy Research Group has a cloud-based research platform that is hosted on Amazon Web Services that allows clients to navigate its data sets that present information by location, vendor, revenue, technology, and service. It is accessible through the sales department.

Summary:

• During the initial hour of research, the focus was placed on determining the availability of the requested information. While discrete data for the previous 30 years was not publicly available, two paid for services were found which may provide information regarding enterprise spend on mainframe, client/server, web, and cloud/microservices over the time frame requested. Information on the two services along with links to the website are provided in the section titled Useful Information, above.
• The initial search was able to source data regarding enterprise spend on cloud infrastructure services over the period 2009 to 2019, growth rates for the market during the same time frame, and statistics regarding the current breakdown of both the overall cloud infrastructure spend by enterprises, for the compute and storage platform, and Ethernet switches element of the cloud infrastructure spend,
• We propose additional research to provide 2-3 trends in enterprise cloud infrastructure spending, and 2-3 insights on how enterprises are deciding to spend their IT infrastructure budgets during the COVID-19 pandemic. Details on the research paths to be taken for these two proposals are provided in the sections below. If there are any additional or alternative research paths that you would like to explore, and which was not mentioned here, please advise of it in the section below.