Is AWS Losing Its Throne to Microsoft, Google, and Neo Clouds?

Is AWS Losing Its Throne to Microsoft, Google, and Neo Clouds?

The cloud infrastructure market is buzzing with new developments. According to fresh data from Synergy Research Group, Amazon Web Services (AWS) is still the biggest player, but its dominance is slipping as rivals surge ahead. AWS's hold on the industry has softened to just under 30%, down from above 32% in 2021, as Microsoft and Google continue to capture more ground—now holding 20% and 13% market share, respectively.

While "the Big Three" still account for 63% of global cloud spending, the real shake-up is coming from below: Oracle and a new generation of so-called "Neo Clouds" like CoreWeave, Crusoe, Nebius, and Lambda. These agile contenders are rapidly eating into the market, riding the explosive growth of cloud adoption worldwide—Q3 revenues topped $107 billion. Country-specific surges in India, Ireland, Mexico, and others signal global momentum, and in the US, the market expanded by 28% alone. While the top providers remain far ahead, with Google nearly four times bigger than Alibaba, the pace of change is accelerating. A new era of cloud competition is unfolding, and AWS can't afford to rest easy as both old foes and disruptive newcomers battle for a bigger piece of the growing pie.

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Episoder(149)

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