Analyst: MSFT, GOOGL, AMZN cloud units growing 40-90% YoY are too big to ignore
RihardJarc · x · 2026-10-29
RihardJarc argues the market will eventually be unable to ignore $AMZN, $MSFT, and $GOOGL cloud segments growing 40%, 50%, or even 90% YoY with expanding margins, despite being multi-hundred-billion-dollar businesses. He points to the day's $MSFT and $GOOGL earnings reports as the first test of that thesis.
Related event: Cloud businesses grow 40-90% as AWS channel checks show 36.7% acceleration(2 posts)→
More from Venture
- Biden's Ex-Antitrust Chiefs Launch FluxCap, an AI Legal Startup — ashleymayer · 2026-10-29
- Anthropic's H1 GAAP Loss Hits $80.7B While Adjusted Metric Shows $2.7B Profit — GaryMarcus · 2026-10-29
- AI is now so cheap the optimal move is launching dozens of parallel bets — EXM7777 · 2026-10-29
- Indie developer taking on GoDaddy to launch a $20/mo plan by year-end — MickeySteamboat · 2026-10-29
- Open-source lead gen agent Jev at $0.0024/lead; blogger ran a job hunt for $0.13 — JaynitMakwana · 2026-10-29
- Ex-DOJ antitrust chiefs launch FluxCap, an AI tool for litigators — ashleymayer · 2026-10-29