在云計算領(lǐng)域的一個主要細分市場，奪得收入增幅桂冠的不是美國云服務(wù)前三大供應(yīng)商——亞馬遜、微軟或谷歌，而是來自中國的阿里巴巴，其全球云收入比上一年翻番還多。

市場調(diào)研公司高德納的數(shù)據(jù)顯示，阿里巴巴去年云收入6.75億美元，相比2015年的2.98億美元，漲幅達到126.5%。阿里巴巴在中國市場占有率很高，在北美和其它國家也加快了云服務(wù)的發(fā)展步伐。

高德納的這項研究對象是云計算的一個主要細分領(lǐng)域——“基礎(chǔ)設(shè)施即服務(wù)”，包括基本計算、數(shù)據(jù)存儲和網(wǎng)絡(luò)服務(wù)等，企業(yè)可以根據(jù)需求自由租用這些服務(wù)。這一細分領(lǐng)域不包括基于云的業(yè)務(wù)軟件，比如說Salesforce。

云計算基礎(chǔ)設(shè)施是財富500強公司、甚至更多公司關(guān)注的熱門話題，它們?nèi)荚谠u估是否應(yīng)該把更多業(yè)務(wù)軟件放在非現(xiàn)場的數(shù)據(jù)中心運行，取代公司自己的數(shù)據(jù)中心，或者作為后者的補充。

在這個增幅榜上，緊隨阿里巴巴之后的是谷歌，其云業(yè)務(wù)同比翻番，從2.5億增加到5億美元。微軟 Azure增長了61.1%，從9.8億美元上升到16億美元，亞馬遜網(wǎng)絡(luò)服務(wù)Web Service則從約67億美元增加到約98億美元，增幅45.9%。Rackspace運營自己的一套云基礎(chǔ)設(shè)施，同時還為谷歌、AWS和微軟產(chǎn)品提供服務(wù)，在榜單上位列第五，其全球收入增幅2.2%，從4.61億美元增加到4.84億美元。

AWS在大約10年前是這個細分市場的領(lǐng)先企業(yè)，該公司的業(yè)務(wù)體量比其它企業(yè)巨大得多，因此增幅較小。

高德納報告顯示，“基礎(chǔ)設(shè)施即服務(wù)”的云服務(wù)市場規(guī)模從2015年的168億美元增長到2016年的221億美元，整體增長了31%。亞馬遜占有44%的市場份額，微軟以7.1%的市場份額排名第二，新興的阿里巴巴占據(jù)了3%的市場。

高德納研究總監(jiān)斯德·納格對《財富》表示，亞馬遜的業(yè)務(wù)規(guī)模相當大，但由于來自微軟Azure 、谷歌和阿里巴巴的競爭加劇，預計其增速將放緩。（財富中文網(wǎng)）

譯者：珠珠

When it comes to revenue growth in one key cloud computing sector, the top ranking doesn't belong to any of the big three U.S. cloud companies—Amazon, Microsoft, or Google. Instead, China's Alibaba led the list with worldwide cloud revenue more than doubling last year.

Alibaba's cloud sales soared 126.5% to $675 million last year from $298 million in 2015, according to market research firm Gartner. Alibaba (BABA, +2.42%) is a dominant force in China, but it also is ramping up its Aliyun cloud effort in North America and other markets.

Gartner's (IT, -0.56%) research covers one critical cloud computing segment known to techies as "Infrastructure as a Service." That category includes basic computing, data storage, and networking services that companies can rent as needed. This category does not include cloud-based business software, like Salesforce (CRM, +0.88%).

Cloud infrastructure is a very hot topic among Fortune 500 and other companies—virtually all of which are assessing whether they should run more of their business software in offsite cloud data centers instead of (or in addition to) managing more of their own data centers.

Following Alibaba in the rankings was Google, which doubled cloud revenue worldwide year-over-year to $500 million from $250 million; Microsoft Azure had 61.1% growth to nearly $1.6 billion from $980 million; and Amazon Web Services revenue grew 45.9% to nearly $9.8 billion from about $6.7 billion. Rackspace, which manages its own set of cloud infrastructure but also provides services for Google, AWS, and Microsoft products, came in fifth, with worldwide revenue growing 2.2% to $484 million from $461 million.

AWS, which pioneered this category more than a decade ago is growing off a much bigger base than the other cloud contenders. Growth typically is much harder for bigger companies.

The Gartner report shows the overall market for this type of cloud service grew 31% last year to $22.1 billion from $16.8 billion in 2015. Amazon accounts for just over 44% of the total market; Microsoft (MSFT, +0.79%) is second with 7.1%; while upstart Alibaba had just 3%.

Amazon (AMZN, +1.30%) is huge, but its growth is expected to slow because of growing competition from Azure, Google (GOOG, +2.15%), and Alibaba, Gartner research director Sid Nag told Fortune.