Amazon is still the cloud computing leader.
It’s no secret that Amazon (AMZN 5.55%) has been losing market share in cloud infrastructure to Alphabet’s (GOOG 2.48%) (GOOGL 2.46%) Google Cloud and Microsoft (MSFT +2.00%) Azure for years now.
That trend continued in 2025. Amazon reported a respectable 20% growth at AWS, but that was well behind Google Cloud at 36%, and Microsoft, which operates on a different fiscal calendar, but reported 39% growth in Azure in its most recent quarter.
Amazon invented cloud computing, or infrastructure-as-a-service (IaaS), as a business more than 20 years ago, and it has been the leader ever since, but the recent gains from Alphabet and Microsoft underscore the larger narrative in AI that Amazon has fallen behind its hyperscaler peers.
However, Amazon CEO Andy Jassy seems to be tired of hearing that, as he gave a robust defense of AWS and reasserted its cloud leadership on Amazon’s recent earnings call.
Jassy told investors, “As a reminder, it’s very…
https://www.fool.com/investing/2026/02/07/think-aws-is-losing-to-azure-and-google-cloud-you/
