Subj : Global cloud wars see AWS increasingly under threat from Microsof
To   : All
From : TechnologyDaily
Date : Fri Nov 21 2025 12:45:08

Global cloud wars see AWS increasingly under threat from Microsoft and Google

Date:
Fri, 21 Nov 2025 12:32:00 +0000

Description:
AWS has long been the number one cloud provider, but its position may be 
slowly slipping as Microsoft guns for top spot.

FULL STORY
======================================================================AWS, 
Microsoft Azure and Google Cloud occupy more of the cloud market than before 
Analysts claim AWS position is slowly dropping, Microsoft and Google climbing 
Annual growth will continue at 20-25% for five years 

New Synergy Research figures have claimed around 60% growth in the global 
cloud infrastructure services market over two years, with spend 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 - now hold a combined 63% of the market, up 
from 62% in 2024 and 61% in 2023. 

However, despite being the biggest of the three, Amazons position has been 
declining steadily since the second quarter of 2022, and it could just be 
time separating it from first spot with both Microsoft and Google on the 
rise. AWS could be on track to drop a position in the cloud market 

The three companies drew attention to AIs impacts on cloud growth. 

Though still a long way behind AWS (29%) in terms of market share, Microsoft 
Azure (20%) has shown a generally consistent upward trend. Google (13%), 
further behind still, has also been growing steadily. Its now approaching 4x 
the size of Alibaba, which resides in fourth place. 

Its share is showing gradual erosion as Microsoft and Google continue to 
close the gap, yet it remains striking how effectively Amazon has maintained 
its leadership position, Chief Analyst John Dinsdale explained. 

Looking ahead, Synergy anticipates the average annual growth rate in cloud 
revenues to remain above 20% for the next five years. Last quarter, they 
stood at around 25%. 

In the three months ending September 30 2025, AWS saw a 20% year-over-year 
increase in revenue to $33 billion. Microsoft trumped Amazon in the same 
three months, with a 26% rise in revenue to $49.1 billion. Though smaller, at 
$15.2 billion, Google Cloud saw the biggest rise of the three, at a 
staggering 34%. 

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======================================================================
Link to news story:
https://www.techradar.com/pro/global-cloud-wars-see-aws-increasingly-under-thr
eat-from-microsoft-and-google


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