Global Cloud Market Share Q4 2025; Google Grows, AWS’ Lead Narrows

Here are the worldwide cloud market-share rankings for the fourth quarter of 2025 for AWS, Alibaba, Google, Huawei, IBM, Microsoft, Oracle, Tencent and Salesforce.

The global cloud market continues to accelerate at a rapid pace thanks to AI demand, with Google Cloud increasing its worldwide market share as AWS’ share dipped during the fourth quarter of 2025.

“We said that Q3 market numbers were very impressive, but they pale by comparison with Q4. Growth rates like these have not been seen since early 2022 when the market was less than half the size it is today,” said John Dinsdale, chief analyst at Synergy Research Group, in an email to CRN.

Worldwide cloud infrastructure service revenue reached $119 billion in the fourth quarter of 2025, representing a $29 billion increase compared with the fourth quarter of 2024.

Combined, AWS, Microsoft and Google Cloud achieved 68 percent share—roughly two-thirds—of total enterprise spending on cloud infrastructure services during the fourth quarter of 2025, according to new market data from Synergy Research Group.

“Amazon maintains a strong lead in the market, though Microsoft and Google continue to achieve substantially higher growth rates,” said Dinsdale.

$119 Billion Global Cloud Infrastructure Services Market

For the fourth quarter of 2025, cloud infrastructure service revenue reached $119 billion, up 30 percent year over year. These services include IaaS, PaaS and hosted private cloud services.

“In Q3 of 2023, the year-on-year growth rate was ‘only’ 17 percent. That growth rate has now climbed to 30 percent, driving an increase of over $50 billion in quarterly cloud revenues over those nine quarters,” said Dinsdale.

For the full year of 2025, Synergy said cloud service revenue surpassed $419 billion.

GenAI Has Sent ‘The Cloud Market Into Overdrive’

Dinsdale said generative AI “has simply put the cloud market into overdrive,” with AI-specific services and AI innovation accounting for much of the cloud growth since 2022.

“You don’t have to be Sherlock Holmes to figure out that AI has driven these changes—ChatGPT was launched in late 2022 and started to meaningfully impact the market in the latter part of 2023,” said Dinsdale.

“Since then, the cloud market leaders have seen their revenue growth rates accelerate and a wide range of neocloud companies have launched, adding impetus to already positive market dynamics,” he said.

CRN breaks down fourth-quarter 2025 cloud market-share figures for leaders AWS, Alibaba, Google, Huawei, IBM, Microsoft, Oracle, Tencent and Salesforce.

No. 5: Oracle

Q4 2025 Market Share: 3 Percent

Q3 2025 Market Share: 3 Percent

Q4 2024 Market Share: 3 Percent

Oracle continues to rank No. 5 for global cloud infrastructure services market share quarter after quarter.

The Austin, Texas-based cloud company had 3 percent share of the global cloud market in the fourth quarter of 2025.

Oracle generated $16.1 billion in revenue, up 14 percent year over year, during its recent second fiscal quarter 2026.

No. 4: Alibaba

Q4 2025 Market Share: 4 Percent

Q3 2025 Market Share: 4 Percent

Q4 2024 Market Share: 4 Percent

Alibaba has ranked No. 4 for global cloud market share for the past several years.

China’s most dominant cloud company achieved 4 percent market share during the fourth quarter of 2025. Alibaba’s cloud share has hovered around 4 percent since 2023.

Alibaba generated $34.8 billion in total sales for its second fiscal quarter 2026, up 3 percent year over year, with Alibaba’s Cloud Intelligence business growing 34 percent year over year.

No. 3: Google

Q4 2025 Market Share: 14 Percent

Q3 2025 Market Share: 13 Percent

Q4 2024 Market Share: 12 Percent

Google Cloud is growing at a faster pace than both Microsoft and AWS.

The Mountain View, Calif.-based company grew its global market share by 2 points year over year to now own 14 percent share of the market, up from 12 percent share.

Google’s cloud unit, Google Cloud, generated $17.7 billion in cloud revenue during the fourth quarter of 2025, up 48 percent year over year.

Google Cloud currently has a $71 billion annual run rate.

No. 2: Microsoft

Q4 2025 Market Share: 21 Percent

Q3 2025 Market Share: 20 Percent

Q4 2024 Market Share: 21 Percent

Microsoft’s global cloud market share has continued to hover between 20 percent and 21 percent since 2024, according to Synergy’s data. The Redmond, Wash.-based company has been ranked No. 2 in terms of cloud market share for nearly a decade.

Microsoft won 21 percent market share in the fourth quarter of 2025, representing flat market-share growth year over year and down 1 point quarter over quarter.

Microsoft’s Intelligent Cloud business reported total sales of $32.9 billion during the fourth quarter of 2025, up 29 percent year over year.

Microsoft’s Intelligent Cloud unit currently has a $131 billion annual run rate.

No. 1: Amazon Web Services

Q4 2025 Market Share: 28 Percent

Q3 2025 Market Share: 29 Percent

Q4 2024 Market Share: 30 Percent

AWS continues to be the dominant leader in cloud computing with 28 percent share of the global cloud infrastructure services market share.

However, AWS’s market-share leadership gap is being narrowed, driven primarily by Google Cloud’s rapid growth, according to Synergy data.

The Seattle-based company’s 28 percent market share is down 2 points year over year compared with AWS’ 30 percent share in the fourth quarter of 2024.

For Q4 2025, AWS generated $35.6 billion in revenue, up 24 percent year over year.

AWS’ annual run rate now stands at $142 billion.

Top 20 Cloud Market-Share Leaders In Q4 2025

Salesforce Market Share: 2 Percent

Huawei Market Share: 2 Percent

IBM Market Share: 2 Percent

Tencent Market Share: 2 Percent

U.S.-based tech giants Salesforce and IBM won approximately 2 percent share of the global market in the fourth quarter of 2025.

Chinese IT behemoths Huawei and Tencent also achieved about 2 percent market share in the quarter.

Other companies that won around 1 percent share of the market include Akamai, Baidu, China Telecom, China Unicom, CoreWeave, Databricks, Fujitsu, NTT, OpenAI, Snowflake and SAP.

“Among the tier-two cloud providers, those with the highest growth rates include CoreWeave, OpenAI, Oracle, Crusoe and Nebius,” said Synergy’s Dinsdale.