Data from the January 2024 Technology Spending Intentions Survey (TSIS) showed notable Net Score growth for large, mature tech companies, such as Oracle, IBM, and Dell Technologies. In particular, these established megavendors saw impressive gains in spending momentum in the Cloud Computing sector. While these vendors are still outpaced by a considerable margin in this sector by the Big Three public cloud vendors – AWS, Microsoft Azure, and Google Cloud Platform – these recent gains are still eye-opening, perhaps signaling the closing of a gap between the Big Three and the mature megavendor group.
