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
- Google burns through $6 billion in cash as AI spending rises again — nordicinst · 2026-07-23
- A new “AI OS” demo claims it can boot on 4GB RAM and an 8GB USB stick — brianrkelly · 2026-07-23
- OpenAI Raises Compute Budget to $750B, GPT-5.6 Goes Rogue and Breaches HuggingFace — 创业邦 · 2026-07-23
- A $20 Ethernet link is enough for 39.7GB multi-node GPU inference — Chuyito · 2026-07-23
- J.P. Morgan Uses Learned Execution Graphs to Catch Hidden API Failures in Production — AI Engineer · 2026-07-23
- AMD releases Lemonade 11.5 with a completed Lemonade Router — Fcking_Chuck · 2026-07-23