He may be comparing Google's total data center capacity (search, cloud, etc.) to AWS. I do monthly scraping to track cloud marketshare for Alexa 10k and Fortune 500. From that analysis, EC2 is at 12-14% marketshare compared to < 1% for GCE and 1-2% for Azure's VM service. http://blog.cloudharmony.com/2015/03/compute-marketshare-ale...