腾讯云获得2026年全球游戏云平台领导者

Table of Contents: Summary...................................................................................................................02Omdia view................................................................................................................05Recommendations.....................................................................................................06Defining the cloud platform market in the games industry.............................................09Key capabilities and vendor landscape........................................................................12Vendor analysis.........................................................................................................17Appendix...................................................................................................................30 Summary摘要 Catalyst引言 The cloud platform critically underpins the games industry. Nearly every game released today is built,shipped, and kept running on cloud infrastructure. It hosts the servers behind online and multiplayerexperiences, the build pipelines and version control systems through which games are assembled, thebackend services that manage player identity and progression, the data and analytics systems onwhich commercial decisions rest, and the AI tools reshaping how all of this work gets done. Choosingamong these platforms, and deciding how much of the stack to entrust to them, is now among themost consequential technology decisions a games company makes. 云平台是游戏行业的关键底座。如今发布的几乎每款游戏都在云基础设施上构建、交付并持续运行。云平台承载着支撑在线与多人游戏体验的服务器、游戏组装所需的构建流水线和版本控制系统、管理玩家身份与进度的后端服务、支撑商业决策的数据与分析系统，以及正在重塑所有这些工作方式的AI工具。如何在这些平台之间进行选择，并决定将多大比例的技术栈托付给它们，已成为游戏公司最为重大的技术决策之一。 This Market Radar benchmarks nine cloud platforms against the requirements of the games industry.This is a pivotal moment for the sector, with competition growing every year. AWS has eliminatedbandwidth charges on its managed game servers, and Microsoft has made PlayFab’s core backendfree for Xbox developers. More fundamentally, AI has become central to the value proposition. Allmajor platforms now pitch their games offering through the lens of foundation models, generativepipelines, and agents. 本次市场追踪将九大云平台与游戏行业的需求进行对标评估。行业正处于关键时刻，竞争逐年加剧。AWS已取消其托管游戏服务器的带宽费用；微软则将PlayFab的核心后端向Xbox开发者免费开放。从更根本的层面看，AI已成为价值主张的核心。各大平台如今都以大模型、生成式流水线与智能体为切入点来阐述其面向游戏的产品与方案。 This report navigates these trends, tracking the key developments in 2026 and the evolving capabilitiesof all of the major vendors in the market. These insights are critical both for games companiesweighing where to place their infrastructure and platform bets, and for technology vendors whoseproducts must find a place within an ever more cloud-centric games tech stack. 本报告梳理并解析这些趋势，跟踪2026年的关键进展以及市场主要厂商能力的演进。对于正在权衡基础设施与平台的投入与布局的游戏公司，以及必须在日益以云为中心的游戏技术栈中为其产品找到定位的技术厂商而言，这些洞察至关重要。 Market snapshot市场概况 Figure 1summarizes the outcome of Omdia’s assessment across the nine platforms and eightcapability categories evaluated this year. The framework spans the full range of functions for whichgames companies engage cloud platforms—from hosting and multiplayer services through LiveOps, data, and AI—though each rating ultimately rests on the interplay between a platform’s underlyinginfrastructure and the degree to which it has been productized for games. 图1总结了Omdia对本年度评估的九大平台与八个能力类别的评估结果。该评估框架覆盖了游戏公司使用云平台的全部功能范围——从托管与多人游戏服务，到实时运营（LiveOps）、数据与AI——但每一项评分最终都取决于平台底层基础设施与其面向游戏的产品化程度之间的相互作用。 Key messages主要信息 •Competition in the market in 2026 is increasing on two major axes. On economics, cloudplatforms are making major changes, including free bandwidth, free backend tiers, and no-egress pricing aimed squarely at managing cost concerns, which developers consistentlycite as a key challenge. On the other, they are competing on AI, rebuilding their gamespropositions around models, generative pipelines, and agents. 2026年，市场竞争在两个主要维度上加剧。从经济性看，各大云平台正进行重大调整，包括免带宽费用、免费后端层，以及“零出站流量费”的定价策略，直指开发者一贯强调的成本管理难题。另一方面，平台围绕AI展开竞争，正以模型、生成式流水线与智能体为核心重塑其游戏方案。 •AWS continues to lead the cloud services market for the games industry. Data fromOmdia’s Game Developer Collective surveys puts studio usage of AWS at 57%, comfortablythe highest of any platform. AWS has also made one of the most significant commercialmoves in the market: as of June 2026, network bandwidth is included at no additionalcharge for Amazon GameLift Servers instances, directly targeting the value proposition ofbare metal specialists and lower-cost rivals. AWS继续在游戏行业的云服务市场中保持领先地位。Omdia的游戏开发者联合调查（Game Developer Collective）数据显示，工作室对AWS的使用率为57%，远高于其它平台。AWS还在市场上采取了最重要的商业举措之一：自2026年6月起，AmazonGameLift Servers实例的网络带宽免费提供，无需额外费用，直击裸金属专业公司和低成本竞争对手的价值主张。 •In terms of market share, Microsoft Azure and Google Cloud continue to contest secondplace, with some signs that the latter may be opening up a lead. Azure’s games propositionhas been enhanced by PlayFab Foundation Mode, which is set to make PlayFab’s coreservices free for Xbox-committed developers,