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2022 has been an exciting year for enterprise IT and the companies that serve this market. Digital transformation has been top of mind for virtually every organization. Resource constraints often delay the completion of these projects, but competitive pressures add urgency to their completion. In 2022, many organizations have refactored their use of cloud, with repatriation and service-specific multi-cloud adoption bringing many benefits and new challenges. Finally, 2022 was the year many organizations realized how difficult it is to operate edge environments, from data aggregation and analysis to day-to-day monitoring and management of operations and security. .
So what does this mean for 2023? Below are my five predictions for what we’ll see this new year.
1. The ever-diversifying cloud
2022 marks an exciting year for the global public cloud market. According to Statista, the market revenue he reached $490 billion, showing an annual growth rate of 18.8%. And while many cloud companies are recording strong growth, well-positioned providers like Oracle are outperforming the industry. I think the reason is very simple. His corporate IT organization wants to increase its use of the cloud for various functions, so he prefers to work with vendors who already have a long track record in the workloads and service areas they want to move to the cloud. This dynamic is one of the big reasons why Microsoft has had so much success with Azure. Microsoft is a company that has been providing products and services to the enterprise data center for decades.
That said, in 2023, the public cloud space will continue to diversify as customers choose vendors for specific features and services. Additionally, Oracle’s offerings in IaaS (Oracle Cloud Infrastructure, or OCI) and SaaS (led by Fusion, NetSuite, etc.) accelerate growth. The company’s name and brand is synonymous with data management, with a suite of services in an autonomous database and the highly popular HeatWave query processing engine, making OCI a natural landing point for many enterprise data management projects. will be And it’s Oracle that has provided that data management platform to many companies.
We are also eyeing Couchbase as it continues to grow in the NoSQL market and the Capella DBaaS product continues to grow in popularity. MongoDB is a more popular DBaaS engine, but Couchbase has already proven to be a popular alternative for real-time applications and services that require minimal latency. This performance advantage will lead to continued growth for his Couchbase in 2023.
2. Corporate IT departments struggle with data management
No, my name is not Captain Obvious. Indeed, data management has long been a challenge not only for enterprise IT, but also for business users looking to use enterprise data to glean insights that drive digital transformation. But again, there is, of course, a lot of data being generated.Ah manyThere is also a severe shortage of data management specialists (database administrators, analysts, data scientists, data engineers, etc.) and a huge skills gap within business units and across enterprise IT. The higher education system cannot graduate trained and qualified professionals fast enough. In addition, young professionals entering the workforce are failing to cope with the complexity and diversity of the enterprise data environment. In fact, this skills gap is contributing to digital transformation projects stalling in 2022.
In 2023, enterprise IT organizations will accelerate their adoption of cloud-based and consumption-based services, driving more efficient data management and out-of-the-box data analysis tools. Additionally, cloud vendors with well-involved consulting practices enjoy distinct advantages in providing solutions that are tailored and optimized for specific customer requirements.
3. Enterprises recognize the value of consumption-based IT and accelerate adoption
Have you heard that GreenLake, TruScale, and APEX will change the way IT buys and uses IT infrastructure? If not, are you living under a rock? Suppliers HPE, Lenovo and Dell have been banging their consumption-based narrative since HPE’s Antonio Neri made some very bold commitments in 2019.
Fast-forward to early 2023, and businesses are witnessing rapid growth in revenues related to consumption-based IT. For example, at HPE, revenue as a service grew a staggering 68% from his FY21 to FY22. His IaaS revenue in Q4 2022 increased by 25% compared to Q4 2021.
In 2023, this trend will continue and grow as enterprise IT organizations fully realize how such services can accelerate their digital transformation. Specifically, HPE GreenLake with Pointnext Services leverages GreenLake to deliver point-and-click solutions that can rapidly deliver AI, deep analytics, and other emerging technologies to IT organizations, so that expertise is otherwise needed. We believe that we will see significant growth due to the lack of launch such a solution.
4. Hybrid Multicloud Isn’t Just Cool
If there was a list of the top five most-used terms for 2022, “hybrid multicloud” would be on that list, probably at the top. Strangely enough, many companies claiming hybrid multicloud are all talk and no action.
That said, enterprise IT has a real need to seamlessly (and affordably) move data and services from on-premises to off-premises and from cloud to cloud. Enterprise IT departments also need to monitor and manage their environment from a “single pane of glass” regardless of where it resides. (I may be dating myself by this term.) Given the proliferation of development environments, database environments, workloads, and applications across businesses, enterprise IT organizations typically move to the cloud. from the edge to the data center. environment.
Therefore, in the market, HCI leaders Nutanix and VMware are positioning their solutions around enabling hybrid multicloud. VMware made headlines in his September with the announcement of Aria and talk of multi-cloud services. Nutanix has also quietly enabled such capabilities and through the Nutanix Cloud Clusters (NCC) product he offers native integration across both AWS and Azure.
Here are my predictions: The increasing adoption of cloud-native applications and the refactoring and restructuring of applications associated with digital transformation will drive enterprise IT to embrace a true hybrid multicloud environment. This will further accelerate the adoption of Nutanix with HPE GreenLake in enterprise IT.
5. The CPU Market Gets More Interesting
The last few years have been the most dynamic the CPU market has ever seen. AMD caught up with Intel and Arm added another layer of confusion and complexity to the market. AWS has Graviton, OCI, Azure, and GCP have all announced support for Ampere-based products. How can I get crazier? Oh yeah, there’s the whole Nvidia Grace announcement.
As we head into 2023, we hope it will be even more interesting. First, we doubt Intel’s next-generation Xeon CPUs (codenamed Sapphire Rapids) will offer the feature richness of AMD’s recently released EPYC CPUs (codenamed Genoa), but they’re rebuilding trust with Intel’s customers. I think it will help a lot to do that. At the same time, there are some workload-specific advantages.
Second, in the Arm market, the second supplier will offer more choice.
And third, expect the hype around RISC-V to build momentum in 2023. Ventana Micro Systems made a big splash with its Veyron CPU family, and Tenstorrent announced a RISC-V based CPU (called Ascalon) targeting the AI market. Given the royalty-free nature of RISC-V, one has to wonder if cloud he providers and other hyperscalers with silicon design teams are considering this architecture as an alternative.
6. Bonus: Security yet keep us up late
OK, this seems like a no-brainer. In 2022, the company’s IT organization spent record amounts on cybersecurity, but the threat landscape continues to grow scarier.
Ominous as it may sound, 2023 will be an order of magnitude worse. As digital transformation projects and edge deployments continue to expand, hackers and cybercriminals will look for more and more vulnerabilities. Moreover, the geopolitical climate is ripe for national disruption, possibly including attacks on critical infrastructure and supply chains.
I expect 2023 to be the year more enterprise IT organizations begin to take greater control of their overall cyber protection, rather than simply investing in point solutions that run independently. doing. This starts with deploying solutions from companies like CyberSaint that perform security assessments across your organization.
Writing these prediction snippets is fun, but it’s the process of writing them that’s really worth it. And while there will undoubtedly be disagreements on the details of this article, there is some agreement on the direction of the higher-level predictions themselves. I hope that
Check back in December 2023. I’ll do a year-end wrap-up and try to find a way to validate all the predictions I’ve made. In the meantime, may 2023 be prosperous and safe.
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Patrick Moorhead, Founder, CEO and Chief Analyst of Moor Insights & Strategy, is an investor in dMY Technology Group Inc. VI, Dreamium Labs, Groq, Luminar Technologies, MemryX and Movand.
