Some notes - Intelligent Cloud sector

 

• The Intelligent Cloud Sector "The Intelligent Cloud refers to cloud computing platforms enriched with embedded AI/ML capabilities, elevating them beyond traditional infrastructure to intelligent, autonomous, and adaptive systems."
• The sector size is ~ USD 496 billion. 
• Microsoft Revenue total is USD 300 billion, from Intelligent Cloud USD 100 billion
• The key playes AWS (~37% share)
• Market to jump to $2 billion or a shade under by 2030. (Generative AI is forecast to account for 10‑15% of cloud spending, roughly US $200–300 billion by 2030) - Overall, the global cloud market is clearly on a fast growth trajectory, 
• Another term AI as a Service (AIaas) 
• Perhaps why large companies still matter in this space. 

Key Players	AWS, Microsoft, Google Cloud - these three together 68% CoreWeave, Nvidia
Value Chain	Hardware → Cloud AI Platforms → AIaaS/SaaS
Margins & Profit	High in SaaS, pressure in infrastructure
Recent Developments	Major AI tools, infrastructure investments, competitive shifts

The Intelligent Cloud sector is reshaping the digital economy—evolving from raw compute platforms into AI-imbued ecosystems. With strong growth projections, transformative innovation, and intensified investment waves, the sector stands at the forefront of enterprise transformation. The core dynamics—AI, hybrid architecture, and sovereignty—will continue to define winners in this space.

Microsoft

• Intelligent Cloud (e.g., Azure, server products, enterprise services) $105.36 billion - largest segment. Total company revenue $245 billion