Cloud infrastructure spending continues to grow, but pace slows
In 2015, this same market was led by #HewlettPackardEnterprise, which accounted for 15.7% of the market share, followed by #Dell (10.6%), #Cisco (9.6%) and #EMC (7.6%). But the fact that Dell and EMC are now operating under a single, defined strategy was enough to finally push Dell ahead of HPE. Though Dell leads the market, we may not have seen the end of the jockeying among top players. Dell and HPE had slightly lower revenue and market share in 2016. Meanwhile, Cisco and #Huawei saw significant growth. Cisco revenue was up 23% in Q4 2016 over Q4 2015, while Huawei was up 61% over the same period. The cloud infrastructure numbers are still strong, but they are down just a bit. In addition to a slowdown in hyperscale cloud datacenter growth, the slowdown could also be attributed to the fact that many of the companies that could easily migrate to the cloud have now done so, while companies that face more complicated and time consuming migrations are now up to bat. Still, cloud infrastructure is growing much faster than traditional (non-cloud) IT infrastructure, which dropped another 9% in the fourth quarter of 2016 from the fourth quarter of 2015.