Each of the big three cloud providers—Amazon, Microsoft, and Google—recently announced earnings, with Amazon Web Services (AWS) and Microsoft Azure each touting impressive revenue gains. (Google was largely silent on its Google Cloud Platform business.) For AWS, cloud revenue grew 46 percent to put the company on a $27 billion run rate. Microsoft’s growth slowed to 76 percent, but that’s on an estimated $7.7 billion run rate in 2018, with the company’s hybrid cloud story selling well to enterprises.
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