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