Cloud infrastructure services quarterly revenue vs Semiconductor sales (quarterly)

In Q2 2026, cloud infrastructure services quarterly revenue worldwide stood at 143.4 billion USD, against 403.3 billion USD for semiconductor sales (quarterly).

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Global, spaced by time. Both series are in billion USD, so they share one axis; the legend names each line.

Cloud infrastructure services quarterly revenue and Semiconductor sales (quarterly)

Unit: billion USD · 11 observations

2 series · one axis

Estimates are listed as such in the table below No figure published for these periods

Cloud infrastructure services quarterly revenue and Semiconductor sales (quarterly): GlobalCloud infrastructure services quarterly revenue and Semiconductor sales (quarterly). 2 indicators on one axis: Cloud infrastructure services quarterly revenue, Semiconductor sales (quarterly). 11 observations from Q3 2023 to Q2 2026, ranging from 68 billion USD to 403.3 billion USD. Latest values: Cloud infrastructure services quarterly revenue 143.4 billion USD (Q2 2026); Semiconductor sales (quarterly) 403.3 billion USD (Q2 2026). billion USD 0 100 200 300 400 500 Jul 2023 Oct 2023 Apr 2024 Jul 2024 Oct 2024 Apr 2025 Jul 2025 Oct 2025 Apr 2026 2024 2025 2026 143 403 Cloud infrastructure services quarterly revenue Semiconductor sales (quarterly)
Cloud infrastructure services quarterly revenue and Semiconductor sales (quarterly): GlobalCloud infrastructure services quarterly revenue and Semiconductor sales (quarterly). 2 indicators on one axis: Cloud infrastructure services quarterly revenue, Semiconductor sales (quarterly). 11 observations from Q3 2023 to Q2 2026, ranging from 68 billion USD to 403.3 billion USD. Latest values: Cloud infrastructure services quarterly revenue 143.4 billion USD (Q2 2026); Semiconductor sales (quarterly) 403.3 billion USD (Q2 2026). billion USD 0 100 200 300 400 500 Jul 2023 Oct 2023 Apr 2024 Jul 2024 Oct 2024 Apr 2025 Jul 2025 Oct 2025 Apr 2026 2024 2025 2026 143 403 Cloud infrastructure services quarterly revenue Semiconductor sales (quarterly)
Cloud infrastructure services quarterly revenue and Semiconductor sales (quarterly): GlobalCloud infrastructure services quarterly revenue and Semiconductor sales (quarterly). 2 indicators on one axis: Cloud infrastructure services quarterly revenue, Semiconductor sales (quarterly). 11 observations from Q3 2023 to Q2 2026, ranging from 68 billion USD to 403.3 billion USD. Latest values: Cloud infrastructure services quarterly revenue 143.4 billion USD (Q2 2026); Semiconductor sales (quarterly) 403.3 billion USD (Q2 2026). billion USD 0 100 200 300 400 500 Jul 2024 Jul 2025 2024 2025 2026 143 403 Cloud infrastructure services quarterly revenue Semiconductor sales (quarterly)
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Cloud infrastructure services quarterly revenue and Semiconductor sales (quarterly): Global
Indicator Period Type Value
Cloud infrastructure services quarterly revenue Q2 2026 Estimate 143.4 billion USD
Cloud infrastructure services quarterly revenue Q1 2026 Estimate 128.6 billion USD
Cloud infrastructure services quarterly revenue Q4 2025 Estimate 119.1 billion USD
Cloud infrastructure services quarterly revenue Q3 2025 Actual 106.9 billion USD
Cloud infrastructure services quarterly revenue Q3 2023 Actual 68 billion USD
Semiconductor sales (quarterly) Q2 2026 Actual 403.3 billion USD
Semiconductor sales (quarterly) Q1 2026 Actual 298.5 billion USD
Semiconductor sales (quarterly) Q4 2025 Actual 236.6 billion USD
Semiconductor sales (quarterly) Q3 2025 Actual 208.4 billion USD
Semiconductor sales (quarterly) Q4 2024 Actual 170.9 billion USD
Semiconductor sales (quarterly) Q4 2023 Actual 146 billion USD
Source: Synergy Research, SIA · CC BY 4.0 · Cloud infrastructure services quarterly revenue · Semiconductor sales (quarterly)

Shared periods

Side by side

4 periods are published for both series as quarterly figures on the same basis. Comparing anything else would mean comparing different periods.

Period Cloud infrastructure services quarterly revenue Semiconductor sales (quarterly)
Q3 2025 106.9 billion USD Synergy Research 208.4 billion USD SIA
Q4 2025 119.1 billion USD Synergy Research 236.6 billion USD SIA
Q1 2026 128.6 billion USD Synergy Research 298.5 billion USD SIA
Q2 2026 143.4 billion USD Synergy Research 403.3 billion USD SIA

Provenance

Where these numbers come from

Cloud infrastructure services quarterly revenue

Total worldwide quarterly revenues from cloud infrastructure services, including IaaS, PaaS, and hosted private cloud services.

5 observations charted in Global · source organisations: Synergy Research

Semiconductor sales (quarterly)

Total semiconductor sales into the regional market in a calendar quarter, as compiled by WSTS.

6 observations charted in Global · source organisations: SIA

Data published under CC BY 4.0. Series A as JSON · Series B as JSON

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