According to reports, the latest report released by UBS analysts on Friday pointed out that the cloud computing businesses of Amazon, Microsoft and Google achieved rapid growth during the epidemic, but these seemingly unstoppable businesses also have Own weaknesses.
After communicating with 15 corporate customers and cloud computing partners of the Big Three, UBS analysts said that the second quarter of 2021 was the first time they heard unanimous comments about the shortage of IT talents. Although UBS only refers to this as a moderate risk, analysts still believe that this situation deserves close attention.
Large-scale cloud computing services rely on managed service providers and IT partners to do detailed work to help their customers move to the cloud. As cloud migration accelerates during the epidemic, the demand for such talents is also increasing, helping companies carry out large-scale IT transformations. UBS warned that the resulting demand may exceed supply, thereby dragging down the overall growth of the cloud computing business.
The overall risk of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud is that customers may not be able to rely on the established migration projects due to a lack of manpower. UBS analysts wrote, This also reflects the fact that the Big Three will set a deal The speed of conversion into actual consumption income.
Some cloud computing customers even told UBS that some of their projects have been delayed for several months because their IT partners are busy dealing with the backlog of projects. Customers also need these cloud computing skills, especially those who lack specialized staff or have not yet provided cloud computing training to their employees. Gartner vice president Sid Nig (Sid Nig) previously said that this market research company’s survey found that more than 40% of organizations are looking for third parties to help them handle cloud computing projects.
This also shows that even if customers continue to buy cloud computing services from Amazon, Microsoft, and Google, they will not be able to see investment returns before the technology is fully implemented. Any delay may cause problems related to the cost and value of cloud computing to worsen.
The shortage of cloud computing talents is not only a wake-up call for the Big Three, but also for IT providers who need such employees and customers who have just used cloud computing services. An interviewee told UBS, The war between large cloud computing infrastructure partners is crazy. Neither customers nor system integrators can recruit people fast enough.
Some interviewees said that even some of the largest IT partners are trying to acquire specialized small companies in order to acquire talent. Now there are often global system integrators in contact with us. They said.
In fact, analysts have long warned that the Big Three will face the threat of talent shortages. The necessary technologies in the adoption of cloud computing will receive more and more attention. Gartner vice president Lydia Leong said in March this year. All companies need to acquire more talents in this ecosystem. This is true for all cloud computing providers.
They also believe that Amazon, Microsoft, and Google can acquire small specialized companies to fill talent gaps, meet demand, and keep up with their competitors. The heavy work is migrating to the cloud. This happens to be the backyard of Microsoft and Azure. said Dan Ives, managing director of investment bank Wedbush Securities, so IT partners seem to be helping AWS maintain its leading position over Microsoft. More and more necessary.
UBS finally admitted that Amazon, Microsoft and Google will still prove that their strong momentum is unlikely to slow in the short term, but the shortage of talent is still a real threat. According to Lydia Liang of Gartner, the Big Three cannot solve this problem overnight. This is one of the biggest challenges facing our customers. She said.
