Fastest growth in 15 quarters, AWS is finally no longer aging.

View Original
CryptoRevolutionMaster
🚨 BIG TECH JUST ENDED THE "AI BUBBLE" DEBATE.

Q1 2026 cloud earnings released today:

- Google Cloud: +63% YoY ($20B, first time ever)
- Microsoft Azure: +40% YoY
- AWS: +28% YoY (fastest in 15 quarters)
- Meta: +33% YoY ($56.3B)

Microsoft's AI business: $37B run rate, +123% YoY.
Google's cloud backlog: $460B.

Meanwhile, OpenAI reportedly missed Q1 internal targets.

The infrastructure layer is printing. The application layer is sweating.
repost-content-media
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin