Hyperscale AI cloud platforms
BOTTLENECKProviders bundle AI compute with storage and networking, and $700 billion capex concentrates supply among three players.
Public clouds bundle AI compute with storage, networking and managed services. Enterprises pay extra for integration and simpler procurement. Combined capital spending topping $700 billion by 2026 will further concentrate the market.
Major public clouds offering integrated AI compute alongside a full managed-service stack.
What the evidence shows
AWS holds 30% global cloud market share, Azure 20%, Google 13%.
holori.comHyperscalers face grid power constraints, long equipment lead times, and local opposition in 2026.
datacenterknowledge.comRESCORED JUL 2026oligopolyscaling6 companies
Who controls it
AWSMicrosoft AzureGoogle Cloud+3 more tracked
Where it sits in the stack
Related nodes
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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