It marked the fifth straight quarter where the cloud market grew by that dollar amount, and it’s good for a run rate of around $257 billion, a humongous market that is continuing to grow. This quarter Synergy reports the cloud infrastructure market reached over $68 billion worldwide, up by $10.5 billion or 18% over the prior year.

To give you a sense of just how big Amazon’s lead is, consider this data point from Synergy Research: “The relative scale of their cloud operations now shows Microsoft being twice the size of Google, with Amazon being almost equal to the other two combined.” While Microsoft made headlines this week for its AI implementation, and Alphabet took a big stock hit for its slight cloud miss, Amazon growth has quietly settled into low double-digits growth.Īnd it still is very much in control of the very large cloud infrastructure market, precisely because it was first, and the others continue to play catch-up all these years later.

We’ve talked about the first to market advantage before, and it certainly applies when it comes to the cloud infrastructure market.

Ron miller techcrunch