据国外媒体报道,根据KeyBanc分析师的最新研究报告显示,去年第四季度亚马逊在商业云服务上的市场份额处于下滑的趋势,而微软则继续保持着增长的势头。


四季度亚马逊云市场份额同比下降 微软小幅上升


本周四,KeyBanc的分析师Brent Bracelin在报告中指出,去年第四季度亚马逊的AWS云服务市场份额为62%,与去年同期的68%相比有一定程度的下滑。而微软Azure的市场份额从16%上升到20%,同时谷歌的份额占比也有2%的小幅上升,从去年同期的10%上升到12%。


从报告中我们看到,2017年Azure云服务将为微软贡献大约37亿美元营收,而微软全年的总营收预估为966亿美元。这表明微软的云服务部门业务增长已经翻了一番,这与最近几个季度Azure持续增长的势头保持一致。


与此同时,亚马逊曾表示AWS在第三季度的营收增幅为42%,但分析师预测微软Azure的增长会降低亚马逊AWS的营收增速。


KeyBanc在报告中还比较了三大云服务提供商的人工智能工具,发现微软要比谷歌和亚马逊提供了更多的预建模型,并且可以从世界各地的数据中心获得。


由于Azure的市场份额增长以及微软在人工智能领域所取得的成果,分析师将微软12个月的目标股价从原来的94美元上调到106美元,微软股价周五报收于89.60美元。


分析师表示:“在与微软高管接触之后,我们认为微软大部分的收入将来自于相关的基础设施服务,而并非特定的人工智能服务货币化。因为微软未来还需要进行更密集的模型训练和持续性的投入。”


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