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This market data report is relevant to AI governance discussions about compute concentration, as the dominant cloud providers also control much of the infrastructure used to train and deploy frontier AI models.

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Importance: 35/100organizational reportreference

Summary

Canalys (now Omdia) market analysis report covering global cloud infrastructure services market performance in Q4 2023, tracking growth and market share among major hyperscale providers. The report provides data on spending trends and competitive positioning of AWS, Azure, Google Cloud, and others.

Key Points

•Tracks quarterly growth rates and market share for major cloud providers including AWS, Microsoft Azure, and Google Cloud
•Provides data on total cloud infrastructure market size and year-over-year spending growth
•Illustrates high market concentration among a small number of hyperscale providers controlling the majority of cloud compute
•Relevant to understanding compute resource distribution relevant to AI development and deployment
•Market data useful for analyzing which entities control the infrastructure underpinning frontier AI systems

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Page	Type	Quality
AI Winner-Take-All Dynamics	Risk	54.0

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