Cloud ARR Q3 2026 — AWS $183.9B (CAGR 29.4%) · Azure $132.7B (CAGR 43.9%) · Google Cloud $122.8B (CAGR 64.5%)
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Public cloud ARR as of Q3 2026: AWS $183.9B (4-yr CAGR 29.4%), Azure $132.7B (CAGR 43.9%), Google Cloud $122.8B (CAGR 64.5%). Google Cloud is growing fastest and has closed the gap with Azure to ~$10B. Combined ARR of the three is $439.4B.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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