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Cloud Quarterly: Azure AI pop, AWS supply pinch and Google execution

Pluses: Google Cloud is hitting a nice combo of scale and improving profitability — ~32% growth with ~20.7% operating margin ...

Cloud Quarterly: Azure’s AI pop, AWS’ supply pinch and Google’s execution

Pluses: Google Cloud is hitting a nice combo of scale and improving profitability — ~32% growth with ~20.7% operating margin ...

Amazon: The AWS Business Faces Challenges But The Stock Looks Appealing

Amazon's AWS faces tighter competition as Azure & Google Cloud outpace in growth. See more on AMZN's risks in AI, custom ...