"Synergy Research has published data showing market share by spend in global cloud infrastructure services over the last twenty quarters. According to its figures, the big three operators - Amazon (AWS), Microsoft (Azure) and Google Cloud - accounted for a collective 63 percent of enterprise cloud infra spending during Q3 of 2025. In the same quarter a year ago, it was 62 percent, and a year before that, it was 61 percent, showing that the cloud triumvirate continues to gradually take market share from the other players."
"That's a larger share of a larger pie, as the market for cloud infrastructure services hit $107 billion in Q3, up from $68 billion two years ago, an increase of nearly 60 percent. Meanwhile, Synergy's chart seems to show that Amazon's share of the entire market peaked in Q2 of 2022, and has been slowly declining ever since. Because the overall market is expanding, this doesn't mean that Amazon is losing business, just that it is being outgrown by other players."
"Other cloud players have a much smaller piece of the market action, but Synergy highlights Oracle and the so-called neoclouds as slowly gaining share. The neoclouds are relative newcomers focused on providing access to GPU clusters and AI development environments rather than standard cloud services. CoreWeave is by far the largest player here, but others growing rapidly include Crusoe, Nebius and Lambda. The only clear loser among the small players is IBM, which has steadily declined"
Amazon Web Services, Microsoft Azure and Google Cloud together captured 63% of enterprise cloud infrastructure spending in Q3 2025, up from 61% two years earlier. Total market spend reached $107 billion in Q3, nearly 60% higher than $68 billion two years prior. AWS retained the largest single share at 29%, while Microsoft and Google held 20% and 13% respectively, with Microsoft showing cyclical but upward momentum. AWS percentage share peaked in Q2 2022 and has since edged lower in relative terms despite absolute growth. Oracle and neoclouds such as CoreWeave, Crusoe, Nebius and Lambda are gradually gaining share, while IBM has declined.
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