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.
More from Infra
- SF Compute founder: buying compute is 'an absolutely awful experience' right now — IgorCarron · 2026-09-11
- SmolVM open-sources persistent computer infrastructure for agents that outlive chat sessions — aniketmaurya · 2026-09-11
- PyTorch Day Korea 2026 launches first offline conf, CFP closes Sept 13 — PyTorch · 2026-09-11
- Local LLM server dilemma: 4x CMP-170HX (price up 53% in 20 days) vs Mac Studio M5 Ultra — rumboll · 2026-09-11
- llama.cpp lands Flash Attention tuning for RDNA4, big prefill gains on AMD — pmttyji · 2026-09-11
- Your p99 latency benchmark may be lying: a deep dive into coordinated omission — Franc0Fernand0 · 2026-09-11