Why Microsoft Azure Is Outpacing Amazon Web Services and Google Cloud - Barron's
1. Microsoft's Azure revenue grew 33% year-over-year, outperforming competitors. 2. Azure's 62% growth dwarfed AWS and Google Cloud's slower growth rates. 3. OpenAI's commitment to Azure reflects strong enterprise demand for cloud services. 4. Analysts anticipate sustained demand but caution against macroeconomic challenges. 5. Competitors AWS and Google Cloud show signs of reduced cloud spending.