Amazon, Microsoft, and Alphabet All Reported Robust Cloud Growth. 1 Was a Clear Winner
The Motley Fool
Amazon, Microsoft, and Alphabet reported strong cloud growth in Q4 2025 driven by AI demand. Google Cloud emerged as the clear winner with 48% year-over-year growth, outpacing Amazon's 24% and Microsoft's 39%, while also reducing serving costs by 78%. All three are increasing capital expenditures significantly to meet surging demand.
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