Today there’s only 6 cloud providers in the game. I predict that in 3 years or less there will be only 3 players left i.e., an oligopoly. Below is the most recent data from Synergy Group to back up my assumption.
“Amazon Web Services (AWS) remains larger than its four main competitors combined in the cloud infrastructure service market. Microsoft can once again lay claim to having by far the highest revenue growth rate”
“…now six companies that can lay a valid claim to having annual cloud revenue run rates in excess of $5 billion – AWS, IBM, Microsoft, HP, Cisco and salesforce”
AWS Still Bigger than its Four Main Competitors Combined Despite Surging Growth
Microsoft Azure has made incredible progress over the past 2 years chasing the “big dog” Amazon AWS. However, when you own a small percentage of the market, growth rates are misleading.
However, the growth of Azure does indicate Microsoft is clearly in second place and beating Google, IBM and Salesforce. Like most pundits and bloggers, I believe it’s a 3 horse race between Amazon, Microsoft & Google.
Microsoft Azure: Fastest-Growing Big Cloud Provider – By Joe Panettieri (@JoePanettieri)
In terms of growth rates, Microsoft (up 96 percent) showed the greatest progress in 2014, followed by Google (81 percent), Amazon (51 percent), IBM (48 percent) and Salesforce.com (37 percent), Synergy estimates.
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