Microsoft and Amazon ‘Won’ With Cloud But Other Hyperscalers Should Celebrate

Quick Read

• Azure grew 48% and AWS hit 39%, which marks its fastest pace in nearly five years, as both companies report demand still exceeds supply.

• Microsoft and Amazon’s capacity shortages are pushing overflow demand toward Alphabet, Oracle, and smaller AI-focused clouds.

• Microsoft generated $18.6 billion in free cash flow, while Amazon’s aggressive capex left a trailing free cash outflow of $42.4 billion.

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Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) reported earnings back to back, and cloud was the biggest story for both. Azure grew 48%. AWS grew 39%, its fastest pace in nearly five years. Both companies say demand still exceeds supply. That is good…