Cloud businesses grow 40-90% as AWS channel checks show 36.7% acceleration

Amazon, Microsoft and Google cloud businesses are growing 40-90% year-over-year with improving margins, while UncoverAlpha's Q3 channel checks show AWS accelerating for a fifth straight quarter to 36.7%, with Copilot momentum rising and Anthropic adoption flattening.

2026-10-29 ~ 2026-10-29 · 2 related posts

• Analyst: MSFT, GOOGL, AMZN cloud units growing 40-90% YoY are too big to ignore — RihardJarc · 2026-10-29
• Channel Checks: AWS Accelerates to 36.7%, Copilot Ramps as Anthropic Adoption Levels Off — RihardJarc · 2026-10-29