Julien Gagnon

The underlying market for cloud infrastructure could reach $3.4 trillion by 2040. Capturing the compelling associated investment opportunity in cloud partner ecosystems requires a winning strategy.

Thanks to a confluence of factors, Swiss online platforms could be positioned for accelerated growth. The past five years have seen an explosion in online marketplaces around the world, including in Germany, Austria, and Switzerland (the DACH region). The area’s five largest marketplaces have grown by 11 percent a year since 2019—even faster than the rapid rise in overall retail e-commerce spending catalyzed by the COVID-19 pandemic.

Private capital is flooding into IT services, yet Europe’s fragmented market remains ripe for value creation. IT services companies play a crucial role in the modern business landscape by helping clients implement and optimize complex technologies, bridging gaps in technical workforces, and acting as essential intermediaries between tech creators and end users. In 2024, total spending in global IT services surpassed $1.5 trillion, and the market is projected to grow by nearly 10 percent in 2025.