Can Amazon Hold Off Microsoft and Google's Surge?

Can Amazon Hold Off Microsoft and Google's Surge?

Amazon Web Services (AWS) continues to lead the infrastructure-as-a-service (IaaS) market, but its dominance is shrinking as competitors like Microsoft Azure and Google Cloud gain ground. According to Gartner, AWS held a 37.7% market share in 2024, generating $64.8 billion in revenue. However, this marks a slight decline from its 39% share the previous year. Meanwhile, Microsoft's share grew to 23.9%, with Google Cloud rising to 9%—indicative of a rapidly shifting competitive landscape.

Investment in AI infrastructure is emerging as a key differentiator among hyperscalers. Providers like AWS, Microsoft, and Google are prioritizing AI-optimized IaaS offerings to address growing enterprise demand, though AI remains a small portion of current revenues. Additionally, enterprises are increasingly adopting multi-cloud solutions to enhance flexibility, data sovereignty, and modernization efforts.

AWS faces challenges beyond competition, including regulatory scrutiny. In the UK, both AWS and Microsoft are under investigation by the Competition and Markets Authority (CMA) for dominating the local cloud market, commanding a combined 70% share.

As the global IaaS market grows—rising 22.5% year-on-year to $171.8 billion—innovative, AI-driven solutions, and adaptability to regulatory and competitive pressures will determine the future of AWS and its rivals. The race for cloud dominance is far from over.

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RSAC 2026: The "Securing AI" Pivot Is Here (Agentic AI, MCP, Shadow AI)

RSAC 2026: The "Securing AI" Pivot Is Here (Agentic AI, MCP, Shadow AI)

RSAC 2026 is shaping up to be the year cybersecurity stops talking about "using AI" and starts obsessing over securing it. In this video, we break down the top conference trends emerging from early se...

13 Feb 36min

Why Google Cloud Platform is Behind, and What They Can Do About It.

Why Google Cloud Platform is Behind, and What They Can Do About It.

Google Cloud Platform (GCP) lags in third place among the top cloud providers, despite impressive financial growth, due to systemic challenges and fierce competition from Amazon Web Services (AWS) and...

12 Feb 9min

The Jig Is Up for Big Consulting: A 2026 Buyer's Guide for Cloud & AI Strategy

The Jig Is Up for Big Consulting: A 2026 Buyer's Guide for Cloud & AI Strategy

For years, big consulting firms have been selling "cloud and AI strategy" as if it were a product you can just buy off the shelf. In 2026, the jig is up. This video is your no‑nonsense buyer's guide t...

9 Feb 21min

Oracle's AI Data-Center Overbuild Could Break the Company

Oracle's AI Data-Center Overbuild Could Break the Company

Oracle is reportedly tied to roughly USD 56 billion in AI data-center financing, and Wall Street is treating it like a stress test, not a victory lap. In this video I break down why "build it and they...

7 Feb 14min

The Cloud Security Crisis No One Wants to Admit—61% Failure Rate

The Cloud Security Crisis No One Wants to Admit—61% Failure Rate

In this crucial video, cloud security leader David Linthicum exposes a troubling statistic: 61 percent of cloud security incidents are completely preventable. Drawing on the latest security research, ...

2 Feb 13min

Azure Softness + AI Capex = The Public Cloud's New Problem

Azure Softness + AI Capex = The Public Cloud's New Problem

Why did Microsoft stock drop even after a headline beat? In this episode, cloud analyst David Linthicum breaks down the market's "beat-and-drop" reaction to Microsoft's latest earnings and what it sig...

1 Feb 15min

Why the Tech Industry Keeps Lying to Itself (and You)

Why the Tech Industry Keeps Lying to Itself (and You)

The tech industry is brilliant at building new things—and terrible at admitting when it gets them wrong. In this video, I break down why our predictions about cloud, AI, big data, blockchain, metavers...

26 Jan 22min

Agentic AI Playbook Spam: Why "Proven" Agentic AI Frameworks and Strategies Are Not Working

Agentic AI Playbook Spam: Why "Proven" Agentic AI Frameworks and Strategies Are Not Working

In this video, David Linthicum breaks down the sudden explosion of "agentic AI" playbooks, frameworks, and branded platforms now pouring out of the consulting industry. Every big firm wants to look li...

22 Jan 19min

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