By Unknown
Publication Date: 2026-01-16 18:46:00
Cloud computing continues to experience explosive growth as artificial intelligence drives unprecedented infrastructure needs. Amazon AMZN And oracleORCL represent two different approaches to capturing market share in this trillion-dollar opportunity.
Amazon dominates through AWS and has about 29% market share with revenue of $33 billion in Q3 2025. Oracle pursues enterprise database workloads and AI training infrastructure, partnering with OpenAI, Meta and NVIDIA to deliver 68% cloud infrastructure growth.
Let’s dive deep and closely compare the fundamentals of the two stocks to find out which one is a better investment right now.
The case for AMZN stock
AWS delivered its strongest performance in nearly three years in the third quarter of 2025, accelerating to 20.2% year-over-year growth, its highest rate of expansion in 11 quarters. The segment generated operating income of $11.4 billion while maintaining profitability despite aggressive capacity expansion. Cloud backlog…
