According to Business Insider, a recent Goldman Sachs poll shows Microsoft making significant inroads into the cloud market at Amazon and especially Google’s expense.
Goldman Sachs polled 100 IT executives from Global 2000 companies to see what cloud platforms were in the best position moving forward. The results showed that while Amazon’s “AWS still gets the largest share of cloud revenue, a ‘significantly higher number of respondents’ indicated they use Microsoft Azure and plan to in the next three years.” In fact, “97 respondents said they are currently using Microsoft Azure, compared to 58 using AWS and 25 using Google Cloud Platform.”
This should be deeply worrying to Amazon and Google. Amazon recently lost out to Microsoft in the bid for a Pentagon contract valued at $10 billion. Microsoft is also the second company to achieve the coveted Impact Level 6 security clearance—behind Amazon—allowing it to store sensitive government data in the cloud. Achieving that clearance will only improve the company’s odds of scoring other major contracts in the future.
With Microsoft currently being used in so many companies, and the inherent advantage it has due to its established software ecosystem, Amazon and Google will have their work cut out trying to avoid losing any more market share.