From Cloud Wars · Bob Evans · · 40s
Cloud Wars: Microsoft Lags in AI Growth
Microsoft falls behind AWS, Google Cloud, and Oracle on key AI and cloud metrics.
In brief
Microsoft falls behind AWS, Google Cloud, and Oracle on key AI and cloud metrics. Microsoft's cloud growth rate lags behind AWS, Google Cloud, and Oracle despite having the largest revenue. Originally reported by Cloud Wars.
Microsoft's Cloud Revenue
Microsoft reported $63.9 billion revenue with 30% growth for Q3.
AWS and Google Cloud Growth
AWS grew to $46 billion with 39% growth, Google Cloud to $30.7 billion with over 100% growth.
Oracle's Strong Growth
Oracle grew at 62% despite smaller revenue than Microsoft.
Backlog Comparison
Microsoft's RPO dropped $1 billion from $678 billion to $677 billion in Q3.
In short
Microsoft's cloud growth rate lags behind AWS, Google Cloud, and Oracle despite having the largest revenue.
