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Cloud Investments in EMEA Hit 27%, $1.1Bn Revenue in 4Q14

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IT infrastructure spending including server, disk storage, and ethernet switch) for public and private cloud in Europe, the Middle East, and Africa (EMEA) grew by 27% to reach $1.1 billion in revenue in 4Q14 and totaled around $4.1 billion for the whole year, with 28% growth over 2013.

The cloud-related of total EMEA infrastructure expenditure on server, disk storage, and Ethernet switch, according to the newly introduced EMEA data portion of the International Data Corporation (IDC) WW Quarterly Cloud Infrastructure Tracker, grew by 3 share percentage points to exceed 17% in 2014.

In terms of storage capacity, cloud represented around 32% of total EMEA capacity in 4Q14, with 52% growth over the same period a year before.

For the scope of this tracker, IDC has tracked the following vendors: Cisco, Dell, EMC, Fujitsu, Hitachi, HP, IBM, Lenovo, NetApp, the major ODM vendors, and others.

IDC expects this market to reach a value of $10.8 billion by 2019, or 39% of the total market expenditure, representing one of the areas of tremendous growth for the European infrastructure sector, compared to the expectation of a stagnant, if not declining, traditional market.

Western Europe

Western Europe accounted for about 82% of the EMEA cloud business in 2014 and saw its cloud investment soar from 15% of the datacenter infrastructure spending in 2013 to 19% in 2014 and, in fact, bringing to growth an otherwise stagnant IT infrastructure market. Public cloud in particular, though accounting for only around 8% of total investments, registered the highest year-over-year growth rate (35%).

On a quarterly basis, 4Q14 registered 29% growth in cloud investments, just short of $1 billion, versus a total market growth of 3%.

“The Western European market for cloud hardware was the fastest growing among the major regions at the end of 2014, and we believe it is still far from maturity,” said Giorgio Nebuloni, associate director IDC European Cloud Practice. “Though in public cloud environments the region is lagging the U.S. and China — where the largest Web players have their roots —in 2014 it went through a phase of considerable datacenter investments as U.S. multinationals like AWS, Facebook, Google, Microsoft, and Salesforce expanded presence to serve customers with regionally located datacenters, and native service providers fought back with investments of their own.”

CEMA

The emerging markets of Central and Eastern Europe, Middle East and Africa, captured 18% of EMEA cloud investments in 2014.

Despite that the fact that the value in CEE was near double that of MEA, the latter is growing at a faster double-digit rate, in comparison to 2013.

Cloud infrastructure spending in the region is estimated to be 12% from the total addressable server, storage and networking hardware market. Public cloud is still below half of this share.

“Many businesses are reluctant to make the move to public cloud,” said Mohamed Hefny, senior research analyst, Systems and Infrastructure Solutions, IDC CEMA. “They opt alternatively for private cloud deployment off-premises, taking advantage of the relative maturity of local hosters.”

IDC defines cloud services more formally through a checklist of key attributes that an offering must manifest to end users of the service.

Public cloud services are shared among unrelated enterprises and consumers; open to a largely unrestricted universe of potential users; and designed for a market, not a single enterprise.

The public cloud market includes variety of services designed to extend or, in some cases, replace IT infrastructure deployed in corporate datacenters. It also includes content services delivered by a group of suppliers IDC calls Value Added Content Providers (VACP).

Private cloud services are shared within a single enterprise or an extended enterprise with restrictions on access and level of resource dedication and defined/controlled by the enterprise (and beyond the control available in public cloud offerings); can be onsite or offsite; and can be managed by a third-party or in-house staff.

In private cloud that is managed by in-house staff, “vendors (cloud service providers)” are equivalent to the IT departments/shared service departments within enterprises/groups.

In this utilization model, where standardized services are jointly used within the enterprise/group, business departments, offices, and employees are the “service users”.

 


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E-Business

Huawei Unveils AI Computing System to Challenge Nvidia’s Flagship Product

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China’s Huawei Technologies unveiled an AI computing system on Saturday that an industry expert said rivals Nvidia’s most advanced product, as the company aims to expand its footprint in the country’s booming AI sector.

Huawei Unveils AI Computing System to Challenge Nvidia’s Flagship Product

The CloudMatrix 384 system made its public debut at the World Artificial Intelligence Conference (WAIC), a three-day event in Shanghai, attracting a large crowd to Huawei’s booth with its showcase of cutting-edge AI innovations.

The system has attracted significant interest from the global AI community since Huawei (HWT.UL) first introduced it in April. Industry analysts see it as a direct challenger to Nvidia’s GB200 NVL72, the most advanced system-level offering currently available from the U.S. chipmaker.

In an April article, Dylan Patel, founder of semiconductor research firm SemiAnalysis, stated that Huawei now possesses AI system capabilities that could surpass those of Nvidia.

Huawei staff at its WAIC booth declined to comment when asked to introduce the CloudMatrix 384 system.

A spokesperson for Huawei did not respond to questions.

Huawei has become widely regarded as China’s most promising domestic supplier of chips essential for AI development, even though the company faces U.S. export restrictions.

Nvidia CEO, Jensen Huang told Bloomberg in May that Huawei had been “moving quite fast” and named the CloudMatrix as an example.

The CloudMatrix 384 system features 384 of Huawei’s latest 910C chips and, according to SemiAnalysis, surpasses Nvidia’s GB200 NVL72 in certain performance metrics, despite the latter using 72 B200 chips.

SemiAnalysis attributes this performance advantage to Huawei’s strong system design, which offsets the lower power of individual chips by leveraging a greater number of them and incorporating system-level innovations.

Huawei describes the system as utilizing a “supernode” architecture that enables ultra-high-speed interconnectivity between chips.

In June, Zhang Pingan, CEO, Huawei Cloud confirmed that the CloudMatrix 384 was already operational on Huawei’s cloud platform.


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E-Business

Transcorp Hotels Delivers Stellar H1 Results, Declares Over ₦1Bn Dividend

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Transcorp Hotels Plc has delivered a stellar performance in the first half of 2025, recording a 60% year-on-year surge in revenue to ₦47.57 billion, up from ₦29.72 billion in H1 2024. Gross profit climbed 71% to ₦36.21 billion, maintaining a strong 76% margin despite inflation and operational headwinds.

The hospitality giant, a subsidiary of Transnational Corporation Plc, also announced an interim dividend payout of ₦1.024 billion — offering ₦0.10 per 50 kobo ordinary share to shareholders.

In a bold move, the company unveiled Nigeria’s largest corporate venue — the 5,000-seat Transcorp Centre — staking its claim as the new leader in event hospitality. Chairman Emmanuel Nnorom described the results as proof of Transcorp Hotels’ transformative strategies and unwavering investor commitment. MD/CEO Uzo Oshogwe attributed the success to relentless execution and a resilient business model.

Transcorp Hotels, renowned for iconic assets like Transcorp Hilton Abuja and its digital platform Aura, says it isn’t just leading Nigeria’s hospitality sector — it’s redefining excellence across Africa.


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Microsoft Servers Hacked by Chinese Groups

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Chinese “threat actors” have hacked Microsoft’s SharePoint document software servers and targeted the data of the businesses using it, the firm has said.

Microsoft Servers Hacked by Chinese Groups

 

China state-backed Linen Typhoon and Violet Typhoon as well as China-based Storm-2603 were said to have “exploited vulnerabilities” in on-premises SharePoint servers, the kind used by firms, but not in its cloud-based service.

The US tech giant has released security updates in response and has advised all on-premises SharePoint server customers to install them.

“Investigations into other actors also using these exploits are still ongoing,” Microsoft said in a statement.

The firm said it had “high confidence” the hackers would continue to target systems which have not installed its security updates.

It added that it would update its website blog with more information as its investigation continues.

Microsoft said it had observed attacks in which hackers had sent a request to a SharePoint server “enabling the theft of the key material by threat actors”.

Charles Carmakal, chief technology officer at Mandiant Consulting firm, a division of Google Cloud, told reporter, it was “aware of several victims in several different sectors across a number of global geographies”.

Carmakal said it appeared that governments and businesses that use SharePoint on their sites were the primary target.

A number of adversaries who stole material encoded by cryptography were then able to regain ongoing access to the victims’ SharePoint data, he said.

“This was exploited in a very broad way, very opportunistically before a patch was made available. That’s why this is significant,” Carmakal said.

Carmakal said the “China-nexus actor” was deploying techniques similar to previous campaigns associated with Beijing.

Microsoft said Linen Typhoon had “focused on stealing intellectual property, primarily targeting organizations related to government, defence, strategic planning, and human rights” for 13 years.

It added that Violet Typhoon had been “dedicated to espionage”, primarily targeting former government and military staff, non-governmental organizations, think tanks, higher education, the media, the financial sector and the health sector in the US, Europe, and East Asia.

Meanwhile, Storm-2603 was “assessed with medium confidence to be a China-based threat actor”.

 

 

 


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