Cloud Giants Growth Snapshot
Cloud Giants Update:
AWS ( $Amazon.com(AMZN)$ ): $132B run rate growing 20% YoY (last Q grew 17%)
Azure ( $Microsoft(MSFT)$ ): ~$93B run rate (estimate) growing 39% YoY (last Q grew 39%)
Google Cloud ( $Alphabet(GOOG)$ $Alphabet(GOOGL)$ includes GSuite): $61B run rate growing 34% YoY (last Q grew 32%, neither are cc)
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