Key Points
Amazon CEO Andy Jassy took the opportunity on the earnings call to remind investors that AWS is still significantly larger than its rivals.
Investors were skeptical of the company’s plans to spend $200 billion in capital expenditures this year.
The overall business is still delivering solid growth.
It’s no secret that Amazon (NASDAQ: AMZN) has been losing market share in cloud infrastructure to Alphabet’s (NASDAQ: GOOG)(NASDAQ: GOOGL) Google Cloud and Microsoft (NASDAQ: MSFT) 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.
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Amazon invented cloud…
