The public cloud market in Southeast Asia is gaining momentum and has given rise to a new breed of specialist implementation partners for cloud services. The public cloud infrastructure market is around six billion dollars today in Southeast Asia and expected to grow to thirty billion dollars by two thousand and thirty growing at a CAGR of eighteen percent per annum.
There are five key trends underpinning this transformation. Number one, continuing digitization of services.
Two, continued migration of workloads and increasing cloud use cases. Three, increasing adoption of multi cloud environments spanning across Microsoft, Google, and Amazon. Number four, AI disruption where low margin activities could be automated.
Number five, talent shortage.
There are four main categories of service providers who play in this space.
Your global systems integrators, your big four consulting firms, your regional IT service providers, and the new emerging category specialist providers.
Historically, the global system integrators and consulting firms dominated the digital services space, but increasingly they have struggled to place domain experts on the ground depending on the country, which has led to the emergence of specialist provider category with players emerging across the SCA market. The specialist service provider category is still nascent, but as an investor, it's certainly something you want to keep an eye on.
