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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 (as printed: “ESTIMATE”)
Publication status
ELIGIBLE (QUALIFIED) (as printed: “ELIGIBLE WITH QUALIFIER”)
Verification state
CONTENT_VERIFIED_PRIMARY (as printed: “CONTENT VERIFIED”; verified by: UNKNOWN)
Does not license
AI workload share or AI-compute ownership
Source (field 6, as printed)
Synergy Research Group, 30 Jul 2026
Source type (field 7)
COMMERCIAL_MARKET_INTELLIGENCE (as printed: “Commercial market intelligence”)
Institutional position
Commercial
Maturity (claim evidence / publication maturity)
MATURE (as printed: “MATURE”)
Recorded date
2026-09-25
Currentness / correction
This is the current version. No correction or concern relation is recorded on its Sources.

Version

Pinned version v1.0 (entry LD11-HQ-C07--v1.0) — this page never floats to newer evidence.

This pinned version is also the current version.

Versions:v1.0 · current

Pinned Sources (field 6, version-specific)

Read the originals

All 25 canonical Claim fields (raw values and normalized values)
#Canonical fieldCanonical value (verbatim)Normalized (Claim Value Vocabulary v1.0.2)
1CLAIM IDLD11-HQ-C07—
2PUBLIC-FACING CLAIMSynergy estimated AWS 28%, Microsoft 20% and Google 15% of global cloud infrastructure services revenue in Q2 2026, a combined 63%.—
3CLAIM TYPEESTIMATEbase_types: ESTIMATE
4RESEARCH STRANDB — Cloud and compute—
5MATURITYMATUREstates: MATURE
6SOURCESynergy Research Group, 30 Jul 2026source_ids: SRC-LD11-SYNERGY-CLOUD-2Q26
7SOURCE TYPECommercial market intelligenceclasses: COMMERCIAL_MARKET_INTELLIGENCE
8INSTITUTIONAL POSITIONCommercial—
9SCOPEIaaS + PaaS + hosted private cloud; global; Q2 2026—
10DESIGNMarket tracking—
11SAMPLE / DATASET120+ providers; ~US$143.4B quarterly revenue—
12MODEL / TOOL / VERSIONn.a.—
13COMPARATOROther cloud providers—
14MAIN RESULTTop three hold 63% under Synergy’s overall definition—
15INFERENTIAL TARGETGeneric cloud concentration—
16DOES NOT LICENSEAI workload share or AI-compute ownership—
17VERIFICATION STATECONTENT VERIFIEDstate: CONTENT_VERIFIED_PRIMARY · verified_by: UNKNOWN
18LIMITATIONSPublic IaaS/PaaS has a separate 67% top-three measure—
19CONTRADICTORY / SUPPORTING SOURCESC05 is a different metric and denominator—
20GEOGRAPHY / LANGUAGEGlobal / English—
21DISTRIBUTIONAL LEDGERCustomers rely on a concentrated core supplier set—
22R01 / FIELD-MAP LINKSD1, R-2, LD-11—
23WHAT WOULD CHANGE THIS CLAIM?Updated Synergy data or denominator change—
24PUBLICATION STATUSELIGIBLE WITH QUALIFIERstate: ELIGIBLE · qualifiers: QUALIFIED
25RECORDED DATE2026-09-25—

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

Cited by Living Debate versions

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.