This post was originally published on this site.
00:00 Speaker A
Another big theme, Allie, heading into these reports is going to be cloud growth. Uh I’m just curious, you know, Amazon, Microsoft, Google broadly. What kind of cloud growth are you looking for Allie? You know, year over year? Is it flat? You think it’s going to be stronger than expected? What do you forecast?
00:16 Allie
Well, uh I think for for Amazon specifically, I think it’s going to be a little bit stronger. Um again, their issue the last few quarters haven’t necessarily been demand. It’s just been uh limited it’s just been basically uh capacity.
00:27 Allie
And uh and as they’ve accelerated investment on that front and that opens up their uh computing capabilities and all of that. So the demand whether it’s driven by AI or just overall continuing cloud transition, uh is going to uh, you know, turn into additional revenue for those guys. So, I think I think those guys, uh they’re going to see some acceleration on the cloud side.
00:46 Allie
Uh but to answer your question more directly, I do see acceleration on the cloud side of revenue for all of them, but I just think that we just think that Amazon’s is going to be uh a little bit faster.
00:53 Allie
Uh, you know, and after Amazon probably see some uh uh some cloud uh revenue acceleration on uh with Google, especially given the fact that Gemini has been doing so well since they came out with Gemini, uh the latest Gemini version and uh you know, we’ve seen that with all of the uh uh download stats and so forth. So, um that’s going to help them too.
01:11 Allie
And then uh and then Azure, obviously the num still the number two player on the cloud side and hopefully their co-pilot or agent co-pilot uh is going to help them a little bit, although, you know, they are seeing additional competition and they’re actually currently to a certain extent utilizing uh what Anthropic is is offering in addition to Open AI’s offerings.
01:25 Allie
So, but I do think that uh we do think that, you know, Microsoft is uh probably also going to be accelerating their um their cloud revenue growth.