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Raymond James just said the AI cloud will be a $350B market by 2030.
They think the split looks like this:
• $Microsoft(MSFT)$ 37%
• $Alphabet(GOOGL)$ 35%
• $Oracle(ORCL)$ 11%
• $Amazon.com(AMZN)$ 7%
• $CoreWeave, Inc.(CRWV)$ 7%
• $NEBIUS(NBIS)$ 3%
The wild part is Amazon at only 7%.
AWS still has the largest base of enterprise relationships, deepest cloud integration & biggest commerce engine behind it. If even a small slice of that base shifts AI workloads onto Bedrock + Trainium the rerate will be obvious.
I'm buying the gap between what people think Amazon is and what it is actually building and that is why Amazon is now my biggest position.
Stacked bar chart titled Amazon Seen Lagging in AI Cloud Revenue Trailing its Publicly Traded Rivals in Attracting Leader Business Building or Running AI Models. Horizontal axis shows years 2024 to 2030. Vertical axis shows revenue in billions of dollars from 0 to 400. Bars in colors for AWS (dark blue), Google (light green), Microsoft (orange), Oracle (light blue), CoreWeave (yellow), Nebius (purple). 2024 total around 24 billion with AWS dominant. Growth increases to 350 billion in 2030 with Microsoft and Google leading shares. Source noted as Raymond James.
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