Sales of enterprise software via hyperscaler cloud marketplaces will jump more than five-fold over the next five years, from $30 billion in 2024 to $163 billion by 2030, according to new research from analyst house Omdia. The results purport to show a couple of broad trends in the enterprise IT game: that enterprises want a centralised cloud platform, and have enough trust in the likes of AWS, Microsoft Azure, and Google Cloud to buy third-party software from them. Oh, and that AI is driving their strategies and spending.
Omdia notes a “sharp rise” in agentic AI sales, which will drive enterprises to hyperscaler shops, and drive spending up by a compound rate (CAGR) of 29.1 per annum in the period. Micro-transactions and the multi-agent protocols will drive $24.4 billion of sales, up by 37 percent CAGR in the period. Cybersecurity sales will reach $31 billion, up percent. Three tech categories will account for 63 percent of total spending, constituting the “foundational tenets of customer environments”: infrastructure software ( worth $10.5 billion), dev-ops ($9.1 billion), and business applications ($9.1 billion).
The growth will happen, said Omdia, also because vendors across the IT industry like the exposure via these monopoly firms. “Large global software vendors to ISV startups [will] increasingly embrace hyperscaler marketplaces as a primary route to market,” it said.
Source: rcrwireless.com
