Microsoft's AI growth is helping its cloud business weaken Amazon's lead

  • 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.
  • Revenue at Azure increased 30% in the quarter, compared with 13% year-over-year growth at AWS.

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