Artificial intelligence is scaling rapidly–but its underlying economics are far less stable than they appear. Today, the majority of global AI workloads run on infrastructure controlled by just a handful of cloud providers. According to Holori's 2026 market analysis, AWS holds approximately 33% of the global cloud market, Microsoft Azure about 22%, and Google Cloud around 11%. Together, these three companies account for roughly two thirds of global cloud infrastructure, which supports a substantial share of AI deployment worldwide.
When the OpenAI API experiences downtime, thousands of products are affected. When a major cloud provider suffers an outage, services across industries and regions are disrupted.
