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Cloud infrastructure spending up 55% to $168bn in Q3 2026, Synergy estimates
What changed
Synergy Research Group estimates enterprise spending on cloud infrastructure services reached $167.7 billion in Q3 2026, up 55% year on year, the twelfth quarter in a row of faster growth, with $558 billion over the trailing twelve months. It says AI-specific cloud services are about a third of the market. Its market share estimates for the quarter: Amazon 26%, Microsoft 19% and Google 16%. These are analyst estimates, not company figures.
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