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Tuesday, 13 February 2024

Analysts estimate Microsoft Azure's revenue, fueled in part by AI growth, is ~75% as big as AWS', up from ~50% five years ago (Jordan Novet/CNBC)

Jordan Novet / CNBC:
Analysts estimate Microsoft Azure's revenue, fueled in part by AI growth, is ~75% as big as AWS', up from ~50% five years ago  —  - Microsoft's cloud is growing significantly faster than Amazon Web Services of late, thanks in part to its cozy OpenAI relationship.



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

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