Cloud Giants Update: AMZN, MSFT & GOOG

JaminBall
11-01

Cloud Giants Update:

AWS ( $Amazon.com(AMZN)$ ): $110B run rate growing 19% YoY (last Q grew 19%)

Azure ( $Microsoft(MSFT)$ ): ~$66B run rate (estimate) growing 34% YoY (last Q grew 33% cc)

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google Cloud (includes GSuite): $45B run rate growing 35% YoY (last Q grew 29%, neither are cc)

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Aggregate quarterly net new ARR by the hyperscalers

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$Amazon.com(AMZN)$ AWS at a $110B run rate growing 19% Quarterly YoY growth trends below.

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Quarterly net new ARR added

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Pretty incredible commentary from Microsoft yesterday:

"we're excited that only 2.5 years in, our AI business is on track to surpass $10 billion of annual revenue run rate in Q2."

from 0 to $10B in just 2.5 years!! Incredible

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