Worldwide cloud infrastructure service revenues reached $559 billion in the 12 months ending September 30, 2026, according to a Statista chart based on data from Synergy Research Group. The market, which runs on data center capacity built by a handful of U.S. companies, is on track to reach $600 billion for the full year.

The three largest U.S. providers, Amazon Web Services, Microsoft and Google, hold a combined share of more than 60 percent of the market, according to the analysis. AWS alone is on track to reach $150 billion in revenue this year. In 2025, the unit generated $45.6 billion in operating profit, almost 60 percent of Amazon's total operating profit.

Growth has accelerated sharply as demand for artificial intelligence workloads has climbed. Cloud infrastructure revenues totaled $419 billion in 2025, an almost ninefold increase since 2017. Annual growth slowed to just below 20 percent in 2023 before rising to 27 percent in 2025, the highest rate since 2022. In 2026, growth reached 37, 45 and 57 percent in the first three quarters, respectively. The third quarter marked the 12th consecutive quarter of accelerating growth, with revenue up $60 billion compared with the same period a year earlier.

The chart counts infrastructure as a service, platform as a service and hosted private cloud services. The figures help explain the scale of capital spending on new data center campuses across the United States, as the largest cloud providers add capacity to meet customer demand for AI training and inference.

Source: Statista - https://www.statista.com/chart/34022/cloud-infrastructure-service-revenues/