From the grapevine, I understand that Rackspace (and probably others) are also growing very rapidly, but likely even Rackspace Cloud, the nearest competitor is around 10% the size of EC2 at best. Using that assumption and EC2 as a guidepost, the total Infrastructure-as-a-Service (IaaS) market is likely around 400-600M in size and growing at a clip of 10-20% annually in a major economic downturn. Pretty impressive given that the overall hosting market has been depressed.
- AWS revenue in 2010 will be $500 Million and it will grow to $750 Million in 2011. This will grow to $2.54 billion by 2014, a significant market share among the infrastructure players.
- The total cloud services market is estimated to be $5-to-$6 billion in 2010 and will eventually grow to $15-to-$20 billion in 2014.
- The UBS analysts put the market value of AWS business at between $3.4 billion to $3.8 billion.