Amazon AWS is a stunning business:

Amazon's AWS is at a $64B run rate, growing 39% YoY and still accelerating growth from 37% in Q2! Defying the law of large numbers.

Meanwhile, Microsoft's Azure grew 48% YoY at a $35-$40B run rate and the lower one was Google Cloud growing 45% YoY (decelerating growth from 54%) at a $20B run rate.

All remarkable businesses!
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Erick Mokaya's avatar
Cloud CAPEX in Q3:

Amazon: $19.2B +28%
Google: $6.8B, +26%
Microsoft: $5.8B, +5%
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