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AWS Awesome Q2 Pushes Microsoft into Slow Lane
In today's Cloud Wars Minute, I break down the reshuffled hyperscaler rankings and what AWS's comeback means for the AI economy.
Highlights
00:03 — The third hyperscaler reported its numbers late last week. That was Amazon's AWS unit. Fantastic quarter for AWS. Best in four or five years. It had what I called an awesome Q2, and in doing so, we've seen a complete reshuffling of the growth standings among the hyperscalers.
01:18 — Microsoft, for the same period, its fiscal Q4 grew 27% to $59.3 billion, and Google Cloud was up an incredible 82% to almost $25 billion. We see Google Cloud and now…
The skinny
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