Microsoft's Azure cloud platform, fueled by AI growth, has significantly closed the gap with Amazon's AWS over the past five years. Analysts estimate Azure is now about 75% the size of AWS, up from 50% five years ago.
"Microsoft’s cloud is growing significantly faster than Amazon Web Services of late, thanks in part to its cozy OpenAI relationship. Analysts estimate Azure, which was about half as big as AWS five years ago, is now three-quarters its size." https://t.co/Pkn9QgEW47
Analysts estimate Microsoft Azure's revenue, fueled in part by AI growth, is ~75% as big as AWS', up from ~50% five years ago (@jordannovet / CNBC) https://t.co/GluC5tW7J7 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/wAhC9ejkiC
Amazon Web Services is still the cloud leader. But Microsoft is quickly closing the gap. https://t.co/3dpjbpRdAs
Alternative data point showing the % of companies (+12k) in their job opening mentioning: $AMZN - AWS, $MSFT - Azure & $GOOGL - GCP. In the last 4 years, Azure has closed the gap to AWS, but GCP has not. Also, the difference between AWS (10.3%) & Azure(9.18%) has become small. https://t.co/ZDQHkCu97h
Azure, which was 1/2 as big as AWS five years ago, is now 3/4th its size. Never underestimate Satya.
Microsoft's AI growth is helping cloud business chip away at Amazon's lead https://t.co/9u7hRB4gU4