Microsoft Azure

An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence

Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS.  Today, the evidence has mounted. X: @rohanpaul_ai and @dylan522p X: Rohan Paul / @rohanpaul_ai : AWS is betting heavily on its cu...

Analysts estimate AI services within Microsoft Azure generated $11.5B in revenue in the just-ended fiscal year, up 100%+ YoY but only ~4% of Microsoft's revenue

AI has propelled the two companies toward an exclusive club, but Microsoft's path forward is more complicated

Analysts estimate that Microsoft Azure's revenue is now ~75% the size of AWS', up from ~50% five years ago, thanks in part to its close relationship with OpenAI