Weiterhin starke Nachfrage trotz aktuellen Schwankungen
Diese Tour hat gezeigt, dass Covid-19 und Störungen in den Lieferketten in der Tat zu Katalysatoren für die Einführung von Technologie geworden sind, insbesondere in den Bereichen Digitalisierung, Automatisierung und Lösungen für hybrides Arbeiten. Unternehmen müssen in Technologie investieren, um sich in hybriden Arbeitsumgebungen einen Wettbewerbsvorteil zu verschaffen und Prozesse zu automatisieren, um Beschaffungsrisiken zu reduzieren. Die wichtigsten Sektoren, die davon profitieren werden, sind die Bereiche Cloud, Sicherheit und Datenanalyse sowie Hardwareunternehmen, die Technologien für hybrides Arbeiten bereitstellen. Amazon beispielsweise ist über seinen Geschäftsbereich AWS, der auf Cloud-Dienste für Unternehmen und Privatpersonen spezialisiert ist, optimistisch in Bezug auf das Cloud-Computing. Das Unternehmen ist der Ansicht, dass die Vorteile der Cloud noch stärker im hybriden Arbeiten zum Ausdruck kommen, ein Trend, der auch nach der Pandemie anhalten wird.
Trotz der makroökonomischen Schwierigkeiten halten sich die Ausgaben für Rechenzentren und Cloud-Computing hartnäckig. Mein Treffen mit Marvell Technology, einem Unternehmen, das Halbleiter entwickelt und herstellt, drehte sich um die strategische Neuausrichtung seines Portfolios, die darin besteht, sich vom Verbrauchersegment abzuwenden und sich auf Rechenzentren zu konzentrieren. Durch diese Neuausrichtung ist das Unternehmen weniger anfällig für zyklischen Konsum und der Gewinn mehrerer Aufträge im Chipbereich dürfte den Umsatz ankurbeln.
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08/22/2022
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