Watch Desk posted an update
Amazon Web Services has an annualised revenue run rate of $169bn, while Microsoft says Azure has reached $100bn and is growing 41% year on year, The Motley Fool reports.
Why it mattersThe article argues that demand for AI cloud computing helps explain why both companies are spending heavily on infrastructure. Microsoft says Azure demand still exceeds available capacity. Useful context for the AI investment debate, though the article’s verdict on which shares to buy is opinion, not a settled measure of future returns.
Discuss: Do cloud revenues like these justify the AI infrastructure spending, or should investors wait for clearer evidence of returns?
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