The hyperscale edge compute market is now looking to be a three-horse race with one a few lengths in the lead. The market leaders — Amazon Web Services, Microsoft’s Azure, and Google Cloud — accounted for 76 percent of their home market in the third quarter, according to Synergy Research Group. Inside those numbers, AWS has a significant lead with 34 percent of the market, followed by Microsoft Azure at 21 percent and Google Cloud at 11 percent, according to John Dinsdale, chief analyst at Synergy.
However, third quarter revenue results show AWS in second with sales of $20.54 billion, which was a 27.4 percent year-over-year and a 4.1 percent quarter-over-quarter increase, according to Benzinga. In first, Microsoft Azure saw its cloud revenue rise 24 percent year-over-year to $25.7 billion. A distant third, Google Cloud booked $6.87 billion in revenue, up 37.6 percent year-over-year and 9.4 percent quarter-to-quarter, but suffered an operating loss of $699 million.
In AWS’ most recent win and perhaps recognizing its leadership position, it was included in General Dynamics Information Technology’s (GDIT) coalition to accelerate the adoption of 5G, advanced wireless and edge technologies across government agencies. The GDIT 5G and Edge Accelerator Coalition, which includes Cisco, Dell Technologies, Splunk and T-Mobile, is collaborating with government agencies using General Dynamics’ Advanced Wireless Emerge Lab to identify use cases and develop prototypes and customizable solutions for the deployment of 5G, advanced wireless and edge capabilities.
“These solutions will support federal, state and local agencies’ unique mission requirements from the enterprise to the edge in a wide variety of applications, including military, logistics and supply chain, healthcare, education and smart infrastructure,” said Ben Gianni, GDIT’s senior Vice President and Chief Technology Officer. “We share a common vision of how 5G, edge and advanced wireless technologies can transform government operations.”
By J. Sharpe Smith, Inside Towers Technology Editor
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