- AWS, Microsoft Azure and Google Cloud occupy more cloud market than before
- Analysts say AWS’s position is slowly falling, while Microsoft and Google rise
- Annual growth will continue between 20% and 25% for five years.
New Synergy Research figures have claimed around 60% growth in the global cloud infrastructure services market in two years, with spending reaching $107 billion in the first quarter of 2025.
The data also reveals the growing dominance of the big three providers (AWS, Microsoft Azure and Google Cloud) who now hold a combined 63% of the market, up from 62% in 2024 and 61% in 2023.
However, despite being the largest of the three, Amazon’s position has been steadily declining since the second quarter of 2022, and it might be time to separate it from the top spot with Microsoft and Google on the rise.
AWS could be on track to lose a position in the cloud market
All three companies drew attention to the impacts of AI on cloud growth.
Although still far behind AWS (29%) in terms of market share, Microsoft Azure (20%) has shown a generally steady upward trend. Google (13%), even further back, has also been growing steadily. It is now approaching 4 times the size of Alibaba, which is in fourth place.
“Its share is showing a gradual erosion as Microsoft and Google continue to close the gap, but it remains surprising how effectively Amazon has maintained its leadership position,” explained chief analyst John Dinsdale.
Looking ahead, Synergy expects the average annual growth rate of cloud revenue to remain above 20% over the next five years. The last quarter they were around 25%.
In the three months ending September 30, 2025, AWS reported a 20% year-over-year increase in revenue to $33 billion. Microsoft surpassed Amazon in the same three months, with a 26% increase in revenue to $49.1 billion. Although smaller, at $15.2 billion, Google Cloud saw the biggest increase of the three, at a staggering 34%.
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