In fact, generative AI is significantly trending the cloud market. We will need to look at data trends in more detail in the future, but changes have already been seen in the data for the first and second quarters of this year.
|| According to market research firm Synergy Research Group, in the first quarter of this year, Micro, the second and third largest operators, The market shares of Soft Azure and Google Cloud each increased by 1 percentage point, growing further compared to the first quarter of the previous year. In particular, Microsoft has partnered with OpenAI to bring generative AI technology to the cloud, which launched in the first quarter of this year.
The second quarter data is particularly interesting: while AWS remained the same, Microsoft While it fell by 1 percentage point, Google Cloud’s share increased by 1 percentage point, reaching 11%. This is Google’s largest market share by business operator, and Google began providing generative AI technology on the Vertex AI platform in the second quarter.
The Korean market is dominated by AWS, and Naver also exists as a strong competitor. In relation to this, Kang Hyeong-jun, CEO of Google Cloud Korea, said, “Companies leading generative AI are expected to change the trend of the cloud market.”
Google Cloud appeared relatively late, There are claims that the current market competitive landscape can change due to its advantages such as strong AI infrastructure and technology, open platform, and B2B (business-to-business) customer data security and privacy.