AWS keeps pace with Microsoft, Google in cloud sector war of attrition | Windows

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AWS has confidently proved it’s able to keep pace with cloud competitors Google and Microsoft at a recent earnings call, showing an impressive rate of growth on the back of its infrastructure and AI offerings.

Segment sales for the cloud arm of the tech giant increased 17% year-over-year to just over $25 billion, rocketing past analyst expectations.

AWS’ main competitors, Google and Microsoft, both delivered similarly strong results in their own earnings calls, with Google Cloud clocking a 28% boost in revenue and Microsoft’s Azure showing a 29% surge – both of which were buoyed by enterprise interest in generative AI.

With strong results from Google and Microsoft, all eyes naturally turned to AWS to see if the long-time industry leader was keeping pace. According to Forrester analyst Lee Sustar, the hyperscaler has very much outpaced expectations.

“Microsoft and Google’s strong AI-driven cloud earnings put a spotlight on the AWS earnings call as investors – and customers – looked for evidence that AWS could tap the surge of AI spending as well,” Sustar said. “The answer is yes.”

Amazon CEO Andy Jassy specifically highlighted AWS’ strong performance in the…

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