Synergy estimated AWS 28%, Microsoft 20% and Google 15% of global cloud infrastructure services revenue in Q2 2026, a combined 63%.

SocioLens project,

Claim LD11-HQ-C07 (v1.0)

Synergy estimated AWS 28%, Microsoft 20% and Google 15% of global cloud infrastructure services revenue in Q2 2026, a combined 63%.

Provenance and status

Claim type: Estimate
Publication status: Eligible for publication, with a qualifier
Verification state: Checked against the primary source. Who checked this claim is not recorded for it; claim checks so far were AI-led, and no person has checked claims against their sources.
Does not license: AI workload share or AI-compute ownership
Limitations: Public IaaS/PaaS has a separate 67% top-three measure
Source (as cited): Synergy Research Group, 30 Jul 2026
Source type: Commercial market research (recorded as “Commercial market intelligence”)
Institutional position: Commercial
Maturity of the evidence: Mature evidence
Recorded date: 25 September 2026
Currentness / correction: This is the current version. No correction or concern is recorded on its sources.

Sources this version cites

Synergy Research Group, 30 Jul 2026 (Commercial market research)
Read the original

Version

This page shows version v1.0. Its record never changes, even when newer evidence arrives; the site may add a note to the page or withhold a figure not cleared for public use.

This pinned version is also the current version.

Versions: v1.0 · current

Raw record: every recorded field, with its coded values

All 25 canonical Claim fields, verbatim, with the coded values derived from them. The plain-language labels above are read from these.

Claim type (coded): ESTIMATE (as printed: “ESTIMATE”)
Publication status (coded): ELIGIBLE (QUALIFIED) (as printed: “ELIGIBLE WITH QUALIFIER”)
Verification state (coded): CONTENT_VERIFIED_PRIMARY
Source type (coded): COMMERCIAL_MARKET_INTELLIGENCE
Maturity (coded): MATURE

#	Canonical field	Canonical value (verbatim)	Normalized (Claim Value Vocabulary v1.0.2)
1	CLAIM ID	LD11-HQ-C07	—
2	PUBLIC-FACING CLAIM	Synergy estimated AWS 28%, Microsoft 20% and Google 15% of global cloud infrastructure services revenue in Q2 2026, a combined 63%.	—
3	CLAIM TYPE	ESTIMATE	base_types: ESTIMATE
4	RESEARCH STRAND	B — Cloud and compute	—
5	MATURITY	MATURE	states: MATURE
6	SOURCE	Synergy Research Group, 30 Jul 2026	source_ids: SRC-LD11-SYNERGY-CLOUD-2Q26
7	SOURCE TYPE	Commercial market intelligence	classes: COMMERCIAL_MARKET_INTELLIGENCE
8	INSTITUTIONAL POSITION	Commercial	—
9	SCOPE	IaaS + PaaS + hosted private cloud; global; Q2 2026	—
10	DESIGN	Market tracking	—
11	SAMPLE / DATASET	120+ providers; ~US$143.4B quarterly revenue	—
12	MODEL / TOOL / VERSION	n.a.	—
13	COMPARATOR	Other cloud providers	—
14	MAIN RESULT	Top three hold 63% under Synergy’s overall definition	—
15	INFERENTIAL TARGET	Generic cloud concentration	—
16	DOES NOT LICENSE	AI workload share or AI-compute ownership	—
17	VERIFICATION STATE	CONTENT VERIFIED	state: CONTENT_VERIFIED_PRIMARY · verified_by: UNKNOWN
18	LIMITATIONS	Public IaaS/PaaS has a separate 67% top-three measure	—
19	CONTRADICTORY / SUPPORTING SOURCES	C05 is a different metric and denominator	—
20	GEOGRAPHY / LANGUAGE	Global / English	—
21	DISTRIBUTIONAL LEDGER	Customers rely on a concentrated core supplier set	—
22	R01 / FIELD-MAP LINKS	D1, R-2, LD-11	—
23	WHAT WOULD CHANGE THIS CLAIM?	Updated Synergy data or denominator change	—
24	PUBLICATION STATUS	ELIGIBLE WITH QUALIFIER	state: ELIGIBLE · qualifiers: QUALIFIED
25	RECORDED DATE	2026-09-25	—

Field 22 references resolved against Field Map v0.2: D1 (DOMAIN); R-2 (LENS); LD-11 (LIVING_DEBATE)

The sources as recorded, with their record IDs and coded source types:

Pinned Sources (field 6, version-specific)

“Synergy Research Group, 30 Jul 2026” → Synergy Research Group, 30 Jul 2026 (SRC-LD11-SYNERGY-CLOUD-2Q26--v1.0) — Synergy Research Group, 30 Jul 2026; class COMMERCIAL_MARKET_INTELLIGENCE (explicit public provenance pin)

Cited by Living Debate versions

Concentration, Stack & Sovereignty (v0.1) LD-11

Cite this page

SocioLens project. (2026, September 25). Synergy estimated AWS 28%, Microsoft 20% and Google 15% of global cloud infrastructure services revenue in Q2 2026, a combined 63% [Claim LD11-HQ-C07, version v1.0]. SocioLens. https://sociolens-web.pages.dev/claims/ld11-hq-c07/v1.0/

@misc{sociolens_ld11_hq_c07_v1_0,
  author = {{SocioLens project}},
  title = {Synergy estimated AWS 28\%, Microsoft 20\% and Google 15\% of global cloud infrastructure services revenue in Q2 2026, a combined 63\%.},
  year = {2026},
  date = {2026-09-25},
  howpublished = {\url{https://sociolens-web.pages.dev/claims/ld11-hq-c07/v1.0/}},
  note = {Claim LD11-HQ-C07, version v1.0}
}

The link points to this version, whose record never changes. For a finding, cite the original study as well: SocioLens summarizes research and does not replace it.

Research-of-record provenance

Materialized by sociolens-materializer 0.6.0 at 2026-09-28T20:00:00.000Z; normalization contract SocioLens — Claim Value Vocabulary v1.0.2 — Pre-Spike Materialization Contract (v1.0.2). Content seal SHA-256 e6b6e6fead44525ac8247803dbfac98dad199bfac86dc2b9d4ee8c3f58fead4d.

Frozen Drive-derived inputs

R06 — LD-11 Canonical Claim Ledger v1.0 — LOCKED (v1.0) — Drive ID 1Ff_IzUBMpax35rKovu0vxXr1WTtpfCDP; revision: NOT_EXPOSED_BY_DRIVE_TEXT_EXPORT; Drive modified ; block “ENTRY 07 — LD11-HQ-C07 ” SHA-256 30b35a54b05852f9a798fc886235410a945d6c37a35567b6e1549363d2e2d4ba; SocioLens — Programme Status & Authority Register v0.6 status “CURRENT.”; frozen fixture fixtures/frozen/r06-ld11-claim-ledger-v1.0.

Builder decisions (not Drive data)

VERSION = v1.0 — basis: Claim version taken from the canonical ledger artifact version (R06 — LD-11 Canonical Claim Ledger v1.0); Implementation Architecture Selection §5
CURRENT_POINTER = true — basis: SocioLens — Programme Status & Authority Register v0.6 status for "R06 — LD-11 Canonical Claim Ledger v1.0 — LOCKED": "CURRENT."
FIELD_6_SOURCE_REFERENCE = SRC-LD11-SYNERGY-CLOUD-2Q26--v1.0 — basis: field 6 of ENTRY 07 — LD11-HQ-C07 cites "Synergy Research Group, 30 Jul 2026"; the frozen field-6 segment of this ClaimVersion's ledger block; Drive-derived identity authority (Issue #41 Source inventory): Batch 02 §1; ledger C07 fields 6/7/8; KEY EVIDENCE.
SOURCE_PROVENANCE_PIN = SRC-LD11-SYNERGY-CLOUD-2Q26--v1.0 — basis: Issue #5 proof rendering (Architecture Proof Protocol v0.1 AP-08 / Amendment v1.2 §6): explicit version-pinned public provenance of this ClaimVersion — the pinned field-6 Source record "Synergy Research Group, 30 Jul 2026"; Drive-derived identity authority (Issue #41 Source inventory): Batch 02 §1; ledger C07 fields 6/7/8; KEY EVIDENCE.