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by samspenc 1636 days ago
While Google and Microsoft don't break down their cloud revenue publicly (Amazon does with AWS), there are several finance research firms that have dug into the breakdown and they seem to more or less align.

Here's an example: https://www.statista.com/chart/18819/worldwide-market-share-... . The link is from Statista and aligns closely with the WSJ numbers, and it points to "Synergy Research Group" as a source for that breakdown.