AWS is the world's largest cloud platform with around 31% market share. It is by far Amazon's most profitable business, generating the majority of the company's operating income despite being a fraction of total revenue. The clear market leader.
Azure is the second-largest cloud platform and growing faster than AWS. Every enterprise already has a Microsoft relationship, making Azure the natural choice for companies migrating to the cloud. Bundled with Office 365 and Teams.
Operates one of the largest networks on the internet, handling security, performance, and now AI inference at the edge. Sits between every internet user and millions of websites. Positioned at the intersection of cloud, security, and AI.
Sells cloud-based data warehousing — the software companies use to store and analyse massive amounts of data across multiple clouds. Companies spend heavily on Snowflake because data is now their most valuable asset.
Linked to Data Centers. Customers include Microsoft, Google and Meta. Competes with AMD and Intel.
Linked to Cloud Computing. Competes with Amazon and JD.com.
Linked to Cloud Software. Relies on Amazon. Competes with Microsoft and ServiceNow.
Linked to Cloud Software. Competes with Salesforce and Microsoft.
Linked to Data Centre Infrastructure. Customers include Microsoft, Alphabet and Amazon. Competes with Eaton and Hubbell.
Linked to Data Centers. Customers include Microsoft, Alphabet and Meta. Competes with Dell Technologies and HP Enterprise.
Linked to Cloud Infrastructure and Data Centers. Customers include Meta, Microsoft and Alphabet. Competes with Cisco and Juniper Networks.
Linked to Data Centers. Customers include Amazon, Alphabet and Meta. Competes with Broadcom and Qualcomm.
Linked to Data Centers. Customers include Microsoft and Alphabet. Competes with Broadcom and Marvell Technology.
Linked to Data Centers. Customers include Microsoft and Amazon. Competes with Broadcom and Marvell Technology.
Linked to Data Centre Infrastructure. Customers include Microsoft, Amazon and Alphabet. Competes with Vertiv and Hubbell.
Linked to Hybrid Cloud. Customers include JPMorgan Chase and Goldman Sachs. Competes with Microsoft and Oracle.
Linked to Data Centre Build-Out. Customers include Microsoft and Meta. Competes with HP Inc and HP Enterprise.
Linked to Cloud Computing. Relies on Amazon and NVIDIA. Competes with SAP and Oracle.
Linked to Hybrid Cloud. Customers include Microsoft and Amazon. Competes with Pure Storage and Dell (PowerStore).
Linked to Hybrid Cloud and Data Centre Build-Out. Customers include Microsoft and Goldman Sachs. Competes with Dell Technologies and IBM.
Linked to Hybrid Cloud and Hyperconverged Infrastructure. Relies on NVIDIA and Amazon. Competes with VMware (Broadcom) and Dell (VxRail).
Linked to Cloud Computing and GPU-as-a-Service. Customers include Microsoft and Meta. Competes with Amazon (AWS) and Microsoft (Azure).
Linked to Data Centre Build-Out. Customers include Microsoft, Amazon and NVIDIA. Competes with Jabil and Flex.
Linked to Data Centre Energy. Relies on GE Vernova and AMSC. Competes with Southern Company and Dominion Energy.
Linked to Data Centre Energy. Relies on GE Vernova and BWX Technologies. Competes with Duke Energy and Dominion Energy.
Linked to Data Centre Energy. Relies on BWX Technologies and GE Vernova. Competes with Duke Energy and Southern Company.
Linked to Data Centre Energy. Customers include Microsoft and Amazon. Competes with Honeywell and Emerson Electric.
Linked to Data Centre Build-Out and Cloud Computing. Customers include Microsoft, Amazon and Google. Competes with Digital Realty and American Tower.
Linked to Data Centre Build-Out. Customers include Microsoft, Meta and Amazon. Competes with Equinix and American Tower.
Linked to Cloud Computing. Competes with Alphabet A and Microsoft.
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