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Analysis suggests Microsoft investors should focus more on the competitive threat from Amazon AWS than Google Cloud.
Yahoo Finance analysis suggests Microsoft investors should focus more on the competitive threat from Amazon's AWS rather than Google Cloud. The article states that Microsoft recently began disclosing independent quarterly Azure revenue, with data showing the gap between Azure and AWS is nearly three times larger than the gap between Azure and Google Cloud. Amazon AWS's quarterly revenue reached $42 billion, a 36% year-over-year increase, while Google Cloud's revenue was $24.77 billion, an 82% year-over-year increase. Additionally, OpenAI has committed to using 2GW of AWS capacity starting in 2027, and Anthropic has secured 5GW of Trainium chips, challenging Azure's advantage in AI workloads.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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