By Keithen Drury
Publication Date: 2026-09-22 10:30:00
The three largest cloud computing providers are Amazon (AMZN +1.87%), Alphabet (GOOG +1.88%) (GOOGL +1.55%), and Microsoft (MSFT +1.59%). These three command a massive two-thirds market share combined. However, not every single one of these stocks makes for a smart buy right now.
So, of the three, which two am I buying, and which makes the most sense to steer clear of? Let’s take a look.
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AWS and Google Cloud growth rates are accelerating
The reason the cloud computing giants are thriving right now is due to the incredible AI workload demand. The AI revolution will likely go down in history books as one of the more impactful technologies ever devised, and these three are primed to cash in on it.
Few companies have the computing power necessary to train and run AI models, so they rent computing capacity from one of the three major cloud computing providers. There is far more demand than there is supply, and the three are scrambling to build out as many…
