AWS under pressure as big three battle to eat the cloud market

The big three cloud companies are all growing thanks to an expanding market, but Amazon is under increasing pressure from Microsoft and Google, while newcomers are on the rise.

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 ...