No 'independent chip makers and system makers and storage makers': Industry expert paints bleakest picture of future of IT — insatiable tech appetite of Google, Microsoft and other hyperscalers could kill off competition forever

Data center server room lit with green lights.

In IDC’s own words, its Worldwide Quarterly Enterprise Infrastructure Tracker: Buyer and Cloud Deployment is "designed to provide clients with a better understanding of how enterprise infrastructure technologies (server, external enterprise storage systems, purpose-built appliances: HCI and PBBA) are being deployed in cloud environments and what type of buyers are acquiring them."

The Next Platform has been following these trackers as they are released every quarter, and noticed that while hyperscalers, cloud builders, and other service providers who “build datacenter infrastructure and sell capacity on it” surpassed 50 percent share of the combined server and storage revenues in the first quarter of 2020, by the close of 2028, if IDC is right, that figure will have jumped to 69.7 percent.