Masters Of Cloud: Winter Is Coming

Oct. 10, 2022 3:23 PM ET, , , , , , , , 1 Comment

Summary

  • The global macro and geopolitical landscape have changed significantly over 2022, leading to fears of stagflation.
  • Amid fears of weakness, cloud providers have also seen some demand challenges.
  • We look through the major players to see how the market has evolved and the market dynamics.

Image of data passing through the clouds

Hiroshi Watanabe

When the pandemic struck, there was uncertainty about how businesses would cope. Central banks opened up the liquidity taps, and technology came to the rescue, with cloud providers as a critical player in the new scheme of things. These hyperscalers quickly became remote

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HWI is a combination of human and algorithmic intelligence looking at obvious, but missed opportunities across sectors.Our calls are generally long term and based on rigorous analysis behind them.

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