Latest / Cloud Wars Live with Bob Evans
AI Hyperscaler Race: Sprinting — Microsoft, Google, Oracle; Strolling — AWS
In today's Cloud Wars Minute, I reveal why AWS’s growth, though strong in isolation, looks sluggish compared to its peers.
Highlights
00:29 — We're seeing a distinct split looking at the Q2 numbers. We've got three sprinters — Microsoft, Google, and Oracle — and we've got one stroller, which is AWS. Now, also, just a quick detail: the first three companies — Microsoft, Google, and AWS — all follow the quarterly calendar pattern.
01:30 — Microsoft in Q1 grew 20% to $42.4 billion. In Q2, that growth shot up from 20% to 27%, revenue for Microsoft Cloud was $46.7 billion. Google: Q1, 28% growth…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.