Hyperscale cloud platforms
The ten platforms that sell hyperscale infrastructure to customers, compared on the numbers that decide a shortlist: where they run, how many zones they give you, and how much they spend.
10 operators · checked 2026-11-11 · method
| Microsoft Azure | 591 | — | 331 | Fairwater Wisconsin and Atlanta: hundreds of thousands of NVIDIA Blackwell GPUs per site | USD 45.2bn incl. finance leases in FY2027 Q1 (Jul to Sep 2026) | 2026-11-11 |
|---|---|---|---|---|---|---|
| Oracle Cloud Infrastructure (OCI) | 451 | — | 271 | Up to 4.5 GW of additional Stargate capacity for OpenAI (agreed Jul 2025) | USD 28.5bn in FY2027 Q1 (Jun to Aug 2026) | 2026-11-11 |
| Google Cloud | 431 | 1301 | 292 | Visakhapatnam AI hub, India: gigawatt-scale, three campuses (ground broken Apr 2026) | USD 51.4bn (Alphabet) in Q3 2026; USD 195bn to 205bn guided for 2026 | 2026-11-11 |
| Amazon Web Services (AWS) | 391 | 1241 | 281 | 3.9 GW of new power added in 2025; total power capacity to double by end-2027 | USD 77.3bn PP&E purchases in Q3 2026; ~USD 220bn cash capex guided for 2026 | 2026-11-11 |
| Huawei Cloud | 341 | 1031 | — | — | — | 2026-11-11 |
| Alibaba Cloud | 321 | 1091 | 182 | — | RMB 67.7bn (Alibaba Group) in the quarter to 30 Jun 2026 | 2026-11-11 |
| Tencent Cloud | 261 | 701 | 131 | — | RMB 52.8bn (Tencent group) in Q2 2026 | 2026-11-11 |
| IBM Cloud | 131 | 391 | 91 | — | USD 457m net capex (IBM) in Q3 2026 | 2026-11-11 |
| Baidu AI Cloud | — | — | — | — | RMB 11.4bn (Baidu Inc.) in Q2 2026 | 2026-11-11 |
| ByteDance Volcano Engine | — | — | — | — | 2026 AI capex budget above RMB 200bn, up from RMB 160bn (SCMP, citing sources) | 2026-11-11 |