Ben Bajarin says AWS and Azure may look much closer on next week’s cloud chart
BenBajarin · x · 2026-07-23
Ben Bajarin says that when the chart is updated next week, AWS and Azure may end up looking much closer together than they do now. The image he shared tracks reported year-over-year cloud growth and shows Google Cloud’s lead widening in the latest quarter.
- The chart compares Google Cloud, Azure & other cloud services, and AWS over time.
- Google Cloud’s line spikes sharply in the latest period, while AWS remains below Azure on the chart.
- The post is essentially a bet on a tightening competitive picture in cloud infrastructure growth.
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