Azure grows 48% YoY while Google Cloud revenue surges 103%
RihardJarc · x · 2026-10-29
A quick data point: Microsoft's Azure cloud business grew 48% year-over-year, while Google Cloud revenue more than doubled with 103% YoY growth, underscoring continued strong demand for cloud and AI compute.
Related event: Google Cloud growth outpaces AWS and Azure(2 posts)→
More from Infra
- Delta-Matching closes the FP8 attention gap: all 7 core matmuls in FP8, loss matches BF16 — songhan_mit · 2026-10-29
- Oracle's $664B backlog is real, but free cash flow is negative $23.7B — pdamodaran · 2026-10-29
- Microsoft Discloses Azure Revenue in Dollars for the First Time: $33.2 Billion — TechCrunch AI · 2026-10-29
- Supabase rolls out OrioleDB public beta, a Postgres storage engine for update-heavy tables — dshukertjr · 2026-10-29
- Nadella: Microsoft Wants Every PC to Be a 'Secure Agent Box' With Unmetered Local AI — tomwarren · 2026-10-29
- YC: The Physical AI Buildout Needs New Financing for Robots, GPUs and Data Centers — Y Combinator · 2026-10-29