In the USA the cloud infrastructure market just keeps growing, with little sign of slowing down any time soon. The market hit $42 billion in total revenue with all major vendors reporting, up to $2 billion from Q1.
- AWS: According to Synergy Research, revenue surged by 39 percent in the fourth quarter, marking the fourth consecutive quarter of growth. AWS continued to lead the way, but Microsoft and Google also kept the momentum continuing.
- AWS revenue: AWS continues to defy market logic, increasing growth by 5% over the previous quarter at 37%, an amazing feat for a company with the market maturity of AWS. That accounted for $14.81 billion in revenue for Amazon’s cloud division, putting it close to a $60 billion run rate, good for a market-leading 33% share.
- Microsoft: Microsoft grew even faster at 51%, and while Microsoft cloud infrastructure data isn’t always easy to nail down, with 20% of market share according to Synergy Research, that puts it at $8.4 billion as it continues to push upward with revenue up from $7.8 billion last quarter.
- Google: Google too continued it’s slow and steady progress under the leadership of Thomas Kurian, leading the growth numbers with a 54% increase in cloud revenue in Q2 on revenue of $4.2 billion, good for 10% market share, the first time Google Cloud has reached double figures.
- Sustainable goals: “The best practices and technology utilized by these companies will filter to the rest of the industry, while customers will increasingly use cloud services to relieve some of their environmental responsibilities and meet sustainability goals,” Canalys analyst Blake Murray said in a statement.
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