As reported by Barb Darrow, “It’s not news that Amazon Web Services is the top Infrastructure-as-a-Service (IaaS) provider, but three big non-Amazon players — Microsoft, Google and IBM — are growing like weeds, according to a new Synergy Research Group report.”
Through the analysis of second-quarter revenue data, Synergy found that the non-Amazon big three’s combined cloud revenue is just 63 percent of Amazon’s total. Moreover, while the cloud computing market grew at a robust 47 percent year-over-year, “Amazon actually grew its revenue by 52 percent and market share to over 28 percent.”
Thus, the combination of Microsoft, IBM, and Goggle does not catch up with AWS revenue, if the figures are correct. This fact must drive those tied at second place nuts.
The path of the market seems clear at this point. AWS is the leader and the innovator, while the other larger players will struggle to keep up. I suspect that one or two will begin to catch up to AWS, perhaps around larger enterprise implementations. However, AWS will have to make some significant mistakes to slow down their growth and allow others to gain ground. Not sure we’ll see that happen any time soon.