Latest / Cloud Wars Live with Bob Evans
Microsoft Misses: Beaten by Google, AWS in Key Q4 Metric Growth
In today's Cloud Wars Minute, I examine why incremental growth matters more than sheer cloud size.
Highlights
00:02 — Made big changes atop the Cloud Wars Top 10 here at the beginning of 2026. Driven by trends in the financial results that the three biggest hyperscalers: Microsoft, Google Cloud, and AWS are reporting. There are changes taking place at the top among those companies, in terms of customer demand and the choices customers are making going forward into the AI Economy.
00:48 — My big point here is that there is a metric, key growth metric, and in Q4 for the first time that I can…
The skinny
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