Cloud and infrastructure software

BOTTLENECK

The big three clouds own the orchestration layer that turns raw GPUs into usable compute, and workloads written to their platforms rarely move off.

Software that turns physical servers and facilities into metered, schedulable, monitorable AI compute resources. Separates raw infrastructure from usable product. Value concentrates in orchestration interfaces and platform margins, not commodity GPU rental.

What the evidence shows

AWS held 28% of cloud infrastructure market in Q1 2026, Azure 21%, Google Cloud 14%.

statista.com

Amazon, Microsoft, Google accounted for 63% of enterprise cloud spending in Q3, up from 61% two years prior.

srgresearch.com

Hyperscaler entrenchment reduces scope for new entrants to develop competitive offerings.

oecd.org

RESCORED JUL 2026oligopolyscaling92 companies

Who controls it

Amazon Web ServicesMicrosoft AzureGoogle Cloud+89 more tracked

No independently verified market-size figure is published for this node yet.

Where it sits in the stack

Takes in: Physical GPU clusters, networking and facilities (L3, L4)

Sends on: On-demand, orchestrated, served AI compute consumed by models and applications (L7, L8)

depends onCompute hardware and components Data centre physical Cross-cutting enablers and services Venture and growth equity Equipment leasing, GPU / compute financing, and asset-backed lending Export control and trade-compliance advisory Sector research, market intelligence and strategy advisory Specialist recruiters and executive search Research, national labs and academia

feeds intoModels and foundation labs Applications and inference (demand side)

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Related nodes

No other tracked node in the atlas currently shares this parent.

Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.

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