This dashboard offers a quick and structured reading of the dynamics that are transforming the digital sector.
It consolidates the essential indicators of cloud, AI, cybersecurity and infrastructure in order to inform strategic decisions, secure investments and anticipate technological breakthroughs.
Designed as a decision support tool, it facilitates the dialogue between senior management and IS function, aligns digital governance with business priorities and supports value creation in an ever-changing environment.
Cloud & Infrastructure
Understanding the dynamics of hyperscalers, sovereign cloud services and consumption patterns.
Key indicators:
- Quarterly cloud growth (+% YoY).
- Market share AWS / Azure / GCP.
- Capex on data centers.
- Movements around the sovereign (certifications, partnerships, acquisitions).
Strong signals:
- Acceleration of generative AI in offers.
- Increase in cloud pricing.
- Data localization, new regulations (NIS2, cloud act, public markets).
XERFI :
Prospects for the French sector in the face of AI and cloud trust opportunities
Artificial Intelligence & Semiconductors
Anticipate technological breakthroughs and computing capabilities.
Key indicators:
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Breakdown of revenue related to GPUs/AI.
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Machine backlog (ASML).
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Deployment of new engraving nodes (TSMC).
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Computational cost (GPU pricing index).
Strong signals:
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Supply chain tensions.
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HPC/AI capabilities available.
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Geopolitical movements (US–China, export restrictions)
Fundamental Business Insights
Growth trends, global forecast report 2025-2034
Cybersecurity & Resilience
Monitor the rise of threats and investments in protection.
Key indicators:
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Cyber market growth.
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Zero-Trust and SASE adoptions.
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Major incidents / ransomware.
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Public & European expenditure (ENISA, NIS2).
Strong signals:
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Increase in cyber insurance costs.
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Market consolidation (acquisitions).
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New standards (SecNumCloud v3, eIDAS, digital identity).
Les Échos - Études :
What reinvention of actors in the face of evolving cyber attacks and threats?
Software & SaaS (B2B)
Observe the dynamics of collaborative platforms,
Key indicators:
- Adoption rate of collaborative suites.
- SaaS subscription expenses.
- Churn & customer retention.
- New integrated AI modules.
Strong signals:
- Evolution of SaaS pricing.
- Consolidation towards unified platforms.
- Regulation on portability and interoperability.
Fortune Business Insights :
Market size analysis of the market and regional forecasts, 2025 – 2032
Digital Platforms & Attention Economy
Follow usages, advertising and new forms of digital interaction.
Key indicators:
- advertising revenues.
- Duration of user engagement.
- AI investments in recommendation.
- Evolution of subscription models.
Strong signals:
- European DMA / DSA regulations.
- Mutation towards mixed reality (VR/AR).
- Fragmentation of platforms.
Direction Générale du Trésor :
The attention economy in the digital age
Telecoms, Networks & 5G
Anticipate network capacity, the evolution of infrastructures and the impact on uses.
Key indicators:
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5G and fiber deployment.
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B2B pricing.
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Network investments (capex).
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Quality of service and major incidents.
Strong signals:
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European regulatory pressure.
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market consolidation.
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New edge computing offers.
The Insight Partners :
5G private network market strategies, analysis and forecasts by 2030