![]() |
½ÃÀ庸°í¼
»óǰÄÚµå
1447127
¼¼°èÀÇ ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀå ¿¹Ãø : ¼ºñ½º À¯Çüº°, ±â¾÷ À¯Çüº°, ¿ëµµº°, ÃÖÁ¾ »ç¿ëÀÚº°, Áö¿ªº° ºÐ¼®(-2030³â)Hyperscale Cloud Market Forecasts to 2030 - Global Analysis By Service Type (Infrastructure as a Service, Software as a Service and Platform as a Service ), By Enterprise Type, Application, End User and By Geography |
Stratistics MRC¿¡ µû¸£¸é ¼¼°èÀÇ ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀåÀº 2023³â¿¡ 2,338¾ï 4,000¸¸ ´Þ·¯¸¦ Â÷ÁöÇÏ¿´°í, 2030³â¿¡´Â 1Á¶ 9,917¾ï 3,000¸¸ ´Þ·¯¿¡ À̸¦ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù.
ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå´Â ´ë±Ô¸ð ¿öÅ©·Îµå ¹× °í¼ö¿ä ¾ÖÇø®ÄÉÀ̼ÇÀ» Áö¿øÇϵµ·Ï ¼³°èµÈ Ŭ¶ó¿ìµå ÄÄÇ»ÆÃ ÀÎÇÁ¶óÀÇ ÀÏÁ¾ÀÔ´Ï´Ù. ´ë·®ÀÇ µ¥ÀÌÅÍ ¹× »ç¿ëÀÚ Æ®·¡ÇÈÀ» ¼ö¿ëÇϱâ À§ÇØ ¼öõ ´ëÀÇ ¼¹ö¿Í ½ºÅ丮Áö ½Ã½ºÅÛÀ» °®Ãá ´ë±Ô¸ð µ¥ÀÌÅͼ¾Å͸¦ ¹èÆ÷ÇÕ´Ï´Ù. ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå Á¦°ø¾÷ü´Â ¼¼°è ±â¾÷ ¹× Á¶Á÷¿¡ È®Àå °¡´ÉÇÑ ¿Âµð¸Çµå ÄÄÇ»ÆÃ ¸®¼Ò½º¿Í ¼ºñ½º¸¦ Á¦°øÇÕ´Ï´Ù.
½ÃÀå ¸®¼Ä¡»ç Canalys¿¡ µû¸£¸é Ŭ¶ó¿ìµå ¼ºñ½º Á¦°ø¾÷üÀÇ »óÀ§ 3°³»ç´Â º¸±Þ°ú ±Ô¸ð È®´ë·ÎºÎÅÍ ÀÌÀÍÀ» ¾ò°í ÀÖÀ¸¸ç Àü³â´ëºñ 42% Áõ°¡, ¼¼°è ¼ÒºñÀÚ ÁöÃâÀÇ 62%¿¡ °øÇåÇϰí ÀÖ½À´Ï´Ù.
°¢ ¾÷°è¿¡¼ ÁøÇàµÇ´Â µðÁöÅÐ º¯È¯
±â¾÷Àº ¾÷¹«ÀÇ Çö´ëÈ, µ¥ÀÌÅÍÀÇ È¿À²ÀûÀÎ °ü¸®, µðÁöÅÐ ¼ºñ½º Á¦°øÀ» À§ÇØ Å¬¶ó¿ìµå ±â¹Ý ±â¼úÀ» äÅÃÇÏ´Â °æÇâÀÌ °ÇØÁö°í ÀÖÀ¸¸ç, ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ¼Ö·ç¼Ç¿¡ ´ëÇÑ ¼ö¿ä°¡ Áõ°¡Çϰí ÀÖ½À´Ï´Ù. ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ¼Ö·ç¼ÇÀº È®À强, ¹Îø¼º, ºñ¿ë È¿À²¼ºÀ» Á¦°øÇÏ¿© º¯ÈÇÏ´Â ½ÃÀå ȯ°æ°ú °í°´ÀÇ ¿ä±¸¿¡ ½Å¼ÓÇÏ°Ô ´ëÀÀÇÒ ¼ö ÀÖ½À´Ï´Ù. ¶ÇÇÑ ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå Á¦°ø¾÷ü´Â ÄÄÇ»ÆÃ, ½ºÅ丮Áö ¹× ³×Æ®¿öÅ·À» Æ÷ÇÔÇÑ ±¤¹üÀ§ÇÑ ¼ºñ½º¸¦ Á¦°øÇÏ¸ç ¾÷°è¸¦ ¶Ù¾î³Ñ´Â ´Ù¾çÇÑ µðÁöÅÐ º¯È¯ ³ë·ÂÀ» Áö¿øÇÕ´Ï´Ù.
Áö¿¬ ¹®Á¦
ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀå¿¡¼´Â »ç¿ëÀÚ¿Í Å¬¶ó¿ìµå µ¥ÀÌÅͼ¾ÅÍ °£ÀÇ ¹°¸®Àû °Å¸®·Î ÀÎÇØ Áö¿¬ ¹®Á¦°¡ ¾ïÁ¦¿äÀÎÀÌ µÇ°í ÀÖ½À´Ï´Ù. ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ÀÎÇÁ¶óÀÇ È®À强°ú °í¼º´É ±â´É¿¡µµ ºÒ±¸Çϰí, ƯÈ÷ ½Ç½Ã°£ ó¸® ¹× °í¼Ó ¿¬°áÀÌ ÇÊ¿äÇÑ ¿ëµµ¿¡¼´Â µ¥ÀÌÅÍ Àü¼Û Áö¿¬ÀÌ ¹ß»ýÇÒ ¼ö ÀÖ½À´Ï´Ù. ÀÌ´Â »ç¿ëÀÚ °æÇè, ¿ëµµ ¼º´É ¹× Àü¹ÝÀûÀÎ »ý»ê¼º¿¡ ¿µÇâÀ» ÁÙ ¼ö ÀÖÀ¸¸ç ½ÃÀå È®´ë¸¦ Á¦ÇÑÇÏ´Â ¿äÀÎÀÌ µÇ¾ú½À´Ï´Ù.
ÇÏÀ̺긮µå Ŭ¶ó¿ìµå ¸ðµ¨ äÅà Ȯ´ë
ÇÏÀ̺긮µå Ŭ¶ó¿ìµå ÄÄÇ»ÆÃÀº ¿ÂÇÁ·¹¹Ì½º ÀÎÇÁ¶ó¿Í ÆÛºí¸¯ ¹× ÇÁ¶óÀ̺ø Ŭ¶ó¿ìµå ¼ºñ½º¸¦ °áÇÕÇÏ¿© ±â¾÷ÀÌ µÎ ȯ°æÀÇ ÀÌÁ¡À» ¸ðµÎ Ȱ¿ëÇÒ ¼ö ÀÖ½À´Ï´Ù. ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå Á¦°ø¾÷ü´Â ¿øÈ°ÇÑ ÅëÇÕ ¹× °ü¸® ±â´ÉÀ» Á¦°øÇÏ¿© ±â¾÷ÀÌ ¿öÅ©·Îµå ¹èÄ¡¸¦ ÃÖÀûÈÇÏ°í µ¥ÀÌÅÍ º¸¾ÈÀ» °ÈÇϸç À¯¿¬¼º°ú È®À强À» ³ôÀÏ ¼ö ÀÖ½À´Ï´Ù. ÇÏÀ̺긮µå Ŭ¶ó¿ìµå ±¸ÃàÀÇ ¿ä±¸¿¡ ºÎÀÀÇÔÀ¸·Î½á ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå Á¦°ø¾÷ü´Â ´õ Å« ½ÃÀå Á¡À¯À²À» È®º¸Çϰí Ãß°¡ ¼ºÀåÀ» °¡¼ÓÇÒ ¼ö ÀÖ½À´Ï´Ù.
ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå Á¦°ø¾÷ü °£ÀÇ Ä¡¿ÇÑ °æÀï
ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå Á¦°ø¾÷ü °£ÀÇ Ä¡¿ÇÑ °æÀïÀº ½ÃÀå¿¡ À§ÇùÀ» °¡Çϰí ÀÖ½À´Ï´Ù. Amazon Web Services(AWS), Microsoft Azure, Google Cloud Platform°ú °°Àº ¼±µµÀûÀÎ °ø±Þ¾÷ü°¡ ½ÃÀå Á¡À¯À²À» Áß½ÉÀ¸·Î Ä¡¿ÇÏ°Ô °æÀïÇϰí Àֱ⠶§¹®¿¡ °í°´ ȹµæÀ» À§ÇÑ Àû±ØÀûÀÎ °¡°Ý Àü·« ¹× ¼ºñ½º °È¸¦ À§ÇØ ³ë·ÂÇÒ ¼ö ÀÖ½À´Ï´Ù. ±× °á°ú °ø±ÞÀÚ ¸¶ÁøÀÌ ¾Ð¹ÚµÇ¾î ¼öÀͼºÀÌ ÀúÇ쵃 ¼ö ÀÖ½À´Ï´Ù. °Ô´Ù°¡, ¼Ò±Ô¸ð °ø±Þ¾÷üµéÀº ÀÌ·¯ÇÑ ¾÷°è ¼±µµÀÚµé°úÀÇ °æÀï¿¡ ¾î·Á¿òÀ» °ÞÀ» ¼ö ÀÖÀ¸¸ç, ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀå¿¡¼ÀÇ ¼ºÀå ±âȸ ¹× ½ÃÀå¿¡¼ÀÇ Á¸Àç°¨ÀÌ Á¦ÇÑµÉ ¼ö ÀÖ½À´Ï´Ù.
COVID-19ÀÇ À¯ÇàÀº ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀå¿¡ ±àÁ¤ÀûÀÎ ¿µÇâÀ» ¹ÌÃÆ½À´Ï´Ù. ±â¾÷Àº ¿ø°Ý ¾÷¹«, ¿Â¶óÀÎ ±³À° ¹× µðÁöÅÐ ¼ºñ½º¿¡ ´ëÇÑ ÀÇÁ¸µµ¸¦ ³ôÀ̱â À§ÇØ µðÁöÅÐ º¯È¯¿¡ ´ëÇÑ ³ë·ÂÀ» °¡¼ÓÈÇ߱⠶§¹®ÀÔ´Ï´Ù. ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ¼Ö·ç¼ÇÀ» Æ÷ÇÔÇÑ Å¬¶ó¿ìµå ÀÎÇÁ¶ó¿Í ¼ºñ½º¿¡ ´ëÇÑ ÀÌ·¯ÇÑ ¼ö¿äÀÇ ±ÞÁõÀº °ø±ÞÀڵ鿡°Ô µµÀÔ°ú ¼öÀÍ Áõ°¡·Î À̾îÁ³½À´Ï´Ù. ¶ÇÇÑ, À¯ÇàÀº ºñÁî´Ï½º ¿¬¼Ó¼º°ú ź·Â¼ºÀ» °¡´ÉÇÏ°Ô Çϴ Ŭ¶ó¿ìµå ÄÄÇ»ÆÃÀÇ Á߿伺À» °Á¶Çß½À´Ï´Ù.
¿¹Ãø ±â°£ µ¿¾È SaaS(Software-as-a-Service) ºÎ¹®ÀÌ ÃÖ´ë°¡ µÉ Àü¸Á
ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀå¿¡¼´Â SaaS ºÎ¹®ÀÌ ¿¹Ãø ±â°£ µ¿¾È ÃÖ´ë°¡ µÉ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. ÀÌ´Â ¾÷Á¾¿¡ »ó°ü¾øÀÌ Å¬¶ó¿ìµå ±â¹Ý ¿ëµµÀÇ Ã¤¿ëÀÌ Áõ°¡Çϰí ÀÖ´Â °Í, ±¸µ¶ ±â¹ÝÀÇ °¡°Ý ¼³Á¤ ¸ðµ¨ÀÇ ÆíÀǼº, SaaS ¼Ö·ç¼ÇÀÇ È®´ë¼º ¶§¹®ÀÔ´Ï´Ù. ¶ÇÇÑ ±â¾÷Àº ¼ÒÇÁÆ®¿þ¾î Á¢±Ù¼º, À¯¿¬¼º ¹× ¹èÆ÷ÀÇ ¿ëÀ̼ºÀ» ¿ì¼±½ÃÇϹǷΠÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ÀÎÇÁ¶ó ³»¿¡¼ SaaS Á¦°ø Á¦Ç°¿¡ ´ëÇÑ ¼ö¿ä°¡ ³ô¾ÆÁö°í ½ÃÀå¿¡¼ µ¿ÀÏÇÑ ºÎ¹® ¼ºÀåÀÌ ´õ¿í È®½Ç½ÃµÇ°í ÀÖ½À´Ï´Ù.
»ç¹° ÀÎÅͳÝ(IoT) ºÎ¹®Àº ¿¹Ãø ±â°£ µ¿¾È °¡Àå ³ôÀº CAGRÀÌ ¿¹»óµË´Ï´Ù.
ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀå¿¡¼´Â ¿¹Ãø ±â°£ µ¿¾È »ç¹° ÀÎÅͳÝ(IoT) ºÎ¹®ÀÌ °¡Àå ³ôÀº CAGRÀ» ±â·ÏÇÒ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. ÀÌ·¯ÇÑ ¼ºÀåÀº ´Ù¾çÇÑ »ê¾÷¿¡¼ ¿¬°áµÈ ÀåÄ¡°¡ ±ÞÁõÇϰí Ŭ¶ó¿ìµå¿¡¼ ó¸® ¹× ºÐ¼®À» ÇÊ¿ä·Î ÇÏ´Â ¾öû³ ¾çÀÇ µ¥ÀÌÅ͸¦ »ý¼ºÇÑ´Ù´Â ¹è°æÀÔ´Ï´Ù. ¶ÇÇÑ ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ÀÎÇÁ¶ó´Â IoT ¿ëµµÀ» Áö¿øÇÏ´Â µ¥ ÇÊ¿äÇÑ È®À强, ½ºÅ丮Áö ¹× ÄÄÇ»ÆÃ ´É·ÂÀ» Á¦°øÇÏ¿© Ŭ¶ó¿ìµå ±â¹Ý IoT ¼Ö·ç¼Ç ¹× ¼ºñ½º äÅÃÀ» ÃËÁøÇÕ´Ï´Ù.
ºÏ¹Ì´Â Amazon Web Services(AWS), Microsoft Azure, Google Cloud Platform µî ÁÖ¿ä ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå Á¦°ø¾÷ü°¡ º»»ç¸¦ µÎ°í Àֱ⠶§¹®¿¡ ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀåÀ» µ¶Á¡ÇÏ´Â ÀÚ¼¼ÀÔ´Ï´Ù. ¶ÇÇÑ ºÏ¹Ì´Â °ß°íÇÑ IT ÀÎÇÁ¶ó¸¦ ÀÚ¶ûÇÏ¸ç ¾÷°è Àüü¿¡¼ µðÁöÅÐȰ¡ ÁøÇàµÇ°í ÀÖÀ¸¸ç, Ŭ¶ó¿ìµå ±â¼úÀÇ µµÀÔµµ ºü¸£±â ¶§¹®¿¡ ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµåÀÇ ¼Ö·ç¼Ç°ú ¼ºñ½º¿¡ ´ëÇÑ ¼ö¿ä°¡ ³ô¾ÆÁö°í ÀÖ½À´Ï´Ù.
¾Æ½Ã¾ÆÅÂÆò¾çÀº ´Ù¾çÇÑ ¾÷°èÀÇ ±â¾÷µéÀÌ Å¬¶ó¿ìµå ÄÄÇ»ÆÃ ±â¼úÀ» äÅÃÇϰí Àֱ⠶§¹®¿¡ ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀåÀÇ ±Þ¼ºÀåÀÌ ¿¹»óµÇ°í ÀÖ½À´Ï´Ù. ¶ÇÇÑ Áß±¹, Àεµ, ½Ì°¡Æ÷¸£ µî ±¹°¡¿¡¼´Â µðÁöÅÐ Àüȯ¿¡ ´ëÇÑ ³ë·ÂÀÌ È°¹ßÇØÁö°í µ¥ÀÌÅͼ¾ÅÍ ÀÎÇÁ¶ó°¡ È®´ëµÇ°í ÀÖ½À´Ï´Ù. ¶ÇÇÑ µðÁöÅÐ Çõ½Å¿¡ ´ëÇÑ Á¤ºÎÀÇ Áö¿ø ¹× Åë½Å ÀÎÇÁ¶ó ÅõÀÚµµ ÇÏÀÌÆÛ½ºÄÉÀÏ Å¬¶ó¿ìµå ½ÃÀå¿¡¼ ÀÌ Áö¿ªÀÇ ¼ºÀå °¡´É¼ºÀ» ³ôÀ̰í ÀÖ½À´Ï´Ù.
According to Stratistics MRC, the Global Hyperscale Cloud Market is accounted for $233.84 billion in 2023 and is expected to reach $1991.73 billion by 2030 growing at a CAGR of 35.8% during the forecast period. Hyperscale cloud is a type of cloud computing infrastructure designed to support massive-scale workloads and high-demand applications. It involves the deployment of extensive data centers equipped with thousands of servers and storage systems to accommodate large volumes of data and user traffic. Hyperscale cloud providers offer scalable, on-demand computing resources and services to businesses and organizations worldwide.
According to market research company Canalys, the top three cloud service providers profited from increasing adoption and size, growing 42 percent year on year and contributing for 62 percent of global consumer expenditure.
Ongoing digital transformation across industries
Organizations are increasingly adopting cloud-based technologies to modernize their operations, manage data more efficiently, and deliver digital services, the demand for hyperscale cloud solutions grows. These solutions offer scalability, agility, and cost-effectiveness, enabling businesses to quickly adapt to changing market conditions and customer demands. Moreover, hyperscale cloud providers offer a wide range of services, including compute, storage, and networking, to support diverse digital transformation initiatives across industries.
Latency issues
Latency issues represent a restraint in the hyperscale cloud market due to the physical distance between users and cloud data centers. Despite the scalability and high-performance capabilities of hyperscale cloud infrastructure, data transmission delays can occur, especially for applications requiring real-time processing or high-speed connectivity. This can impact the user experience, application performance, and overall productivity, which limits market expansion.
Growing adoption of hybrid cloud models
Hybrid cloud computing combines on-premises infrastructure with public and private cloud services, allowing organizations to leverage the benefits of both environments. Hyperscale cloud providers offer seamless integration and management capabilities, enabling businesses to optimize workload placement, enhance data security, and achieve greater flexibility and scalability. By catering to the needs of hybrid cloud deployments, hyperscale cloud providers can capture a larger market share and drive further growth.
Intense competition among hyperscale cloud providers
Intense competition among hyperscale cloud providers poses a threat to the market. As major players like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform fiercely compete for market share, they may engage in aggressive pricing strategies and service enhancements to attract customers. This could lead to margin pressures and reduced profitability for providers. Additionally, smaller players may struggle to compete against these industry giants, potentially limiting their growth opportunities and market presence in the hyperscale cloud market.
The COVID-19 pandemic had a positive impact on the hyperscale cloud market as businesses accelerated their digital transformation efforts to adapt to remote work, online education, and increased reliance on digital services. This surge in demand for cloud infrastructure and services, including hyperscale cloud solutions, led to increased adoption and revenue growth for providers. Additionally, the pandemic highlighted the importance of cloud computing in enabling business continuity and resilience.
The software as a service (SaaS) segment is expected to be the largest during the forecast period
The Software as a Service (SaaS) segment is projected to be the largest during the forecast period in the hyperscale cloud market owing to the increasing adoption of cloud-based applications across industries, the convenience of subscription-based pricing models, and the scalability of SaaS solutions. Additionally, businesses are prioritizing software accessibility, flexibility, and ease of deployment, driving demand for SaaS offerings within the hyperscale cloud infrastructure and further solidifying the segment's growth in the market.
The internet of things (IoT) segment is expected to have the highest CAGR during the forecast period
The Internet of Things (IoT) segment is anticipated to experience the highest compound annual growth rate during the forecast period in the hyperscale cloud market. This growth is fueled by the proliferation of connected devices across various industries, generating vast amounts of data that require processing and analysis in the cloud. Additionally, hyperscale cloud infrastructure provides the scalability, storage, and computational power necessary to support IoT applications, driving the adoption of cloud-based IoT solutions and services.
North America is poised to dominate the hyperscale cloud market due to the presence of major hyperscale cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform headquartered in the region. Additionally, North America boasts a robust IT infrastructure, a high level of digitalization across industries, and early adoption of cloud technologies, driving significant demand for hyperscale cloud solutions and services in the region.
The Asia-Pacific region is expected to experience rapid growth in the hyperscale cloud market due to the increasing adoption of cloud computing technologies by businesses across various industries. Moreover, the rise of digital transformation initiatives and the expanding data center infrastructure in countries like China, India, and Singapore. Additionally, government support for digital innovation and investments in telecommunications infrastructure further contribute to the region's growth potential in the hyperscale cloud market.
Key players in the market
Some of the key players in Hyperscale Cloud Market include Adobe Experience Cloud, Alibaba Cloud, Amazon Web Services (AWS), Cisco Systems Cloud, Dell Technologies Cloud, DigitalOcean Holdings, Inc., Google Cloud Platform (GCP), Hewlett Packard Enterprise (HPE) Cloud, IBM Cloud, Microsoft Azure, Oracle Cloud, Rackspace Technology, Inc., Red Hat OpenShift, Salesforce, SAP Cloud Platform, Tencent Cloud and VMware Cloud.
In December 2023, Oracle announced the opening of an Oracle Cloud Region in Colombia in partnership with Claro, becoming the first major cloud provider to establish a public cloud region in the country. Claro is one of the host partners for the new Oracle Cloud Bogota Region, and through its partnership with Oracle it becomes the first telecommunications operator to offer Oracle Cloud Infrastructure (OCI) services to organizations across Colombia.
In June 2023, Informatica expanded its ecosystem in Australia and New Zealand by partnering with global hyperscalers such as Microsoft, Amazon Web Services (AWS), and Google Cloud. The partnership aided in expanding Informatica's ecosystem and growth within the local market.
In March 2023, Amazon Web Services, Inc. collaborated with NVIDIA to build Artificial Intelligence (AI) infrastructure for training and developing Generative AI applications and ML models. The development includes new supercomputing hyperscale clusters called EC2 Ultra Clusters.