Industries
Cloud Computing & Data Centers
The hyperscale cloud and data center industry drives a projected $650-700 billion in collective 2026 AI infrastructure capex across Amazon, Microsoft, Alphabet, Meta, and Oracle. The global cloud computing market reached roughly $918 billion in 2026, with AWS leading at 30% share, Microsoft Azure at 25% (up from 20% in 2024), and Google Cloud at 13% but posting the fastest growth at 63% year-over-year.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 73% avg. source confidence
- Futurum Group — Hyperscaler AI infrastructure capex projected at $650-700 billion for 202675% source confidence
- TekRevol / industry cloud market share tracking — AWS holds 30% of a $918B cloud market, with Azure at 25% and Google Cloud at 13%70% source confidence
Dependency Map
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Cloud Computing & Data Centers's Timeline
A sourced, dated history of Cloud Computing & Data Centers's key moments — founding to present.
Jan 2026 · Cloud market reaches ~$918 billion
The global cloud computing market reached roughly $918 billion in 2026, with AWS leading at 30% share, Microsoft Azure at 25% (up from 20% in 2024) and Google Cloud at 13%.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Cloud Computing & Data Centers ↔ Amazon Web Services
Jan 2026
AWS led global cloud market share at roughly 30% of the $918 billion 2026 cloud computing market, with Amazon guiding to roughly $200 billion of 2026 AI data-center capex.
Now
Amazon Web Services is among the largest hyperscale cloud providers driving the industry's AI infrastructure capital expenditure.
Cloud Computing & Data Centers ↔ Microsoft Azure
2024–2026
Azure's cloud market share grew from roughly 20% in 2024 to about 25% by 2026, as Microsoft guided to roughly $110-120 billion in 2026 AI data-center capex.
Now
Microsoft Azure is among the largest hyperscale cloud providers, guiding to roughly $190 billion in calendar year 2026 capital expenditure.
Cloud Computing & Data Centers ↔ Alphabet (Google)
Jan 2026
Google Cloud held roughly 13% of the global cloud market but posted the fastest quarterly growth among hyperscalers at 63% year-over-year, backed by Alphabet's roughly $175-185 billion 2026 AI data-center capex guidance and its TPU strategy.
Now
Google Cloud is among the industry's major hyperscale providers, backed by Alphabet's custom TPU infrastructure strategy.
Cloud Computing & Data Centers ↔ Oracle
2025–2026
Oracle Cloud Infrastructure emerged as a major hyperscale AI compute provider, anchored by its roughly $300 billion multi-year cloud agreement with OpenAI and expanding NVIDIA GPU cluster deployments.
Now
Oracle Cloud Infrastructure has emerged as a major hyperscale AI compute provider, anchored by its roughly $300 billion cloud agreement with OpenAI.
Cloud Computing & Data Centers ↔ Vertiv
2024–2025
Rising GPU rack power density across hyperscaler data centers pushed the industry toward liquid cooling, with Vertiv commanding roughly 23% global share in precision cooling and power infrastructure for these deployments.
Now
The cloud and data center industry depends on Vertiv's liquid cooling and power distribution infrastructure to operate high-density AI compute at scale.