Jamin Ball on X: "Cloud Giants Update:
AWS (Amazon): $169B run rate growing 37% YoY (last Q grew 28%)
Azure (Microsoft): ~$124B run rate (estimate) growing 43% YoY (last Q grew 39%)
Google Cloud (includes GSuite): $99B run rate growing 82% YoY (last Q grew 63%, neither are cc) https://t.co/xmHTdHLaVx" / X<br>Post
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Jamin Ball
@jaminball
Cloud Giants Update:
AWS (Amazon): $169B run rate growing 37% YoY (last Q grew 28%)
Azure (Microsoft): ~$124B run rate (estimate) growing 43% YoY (last Q grew 39%)
Google Cloud (includes GSuite): $99B run rate growing 82% YoY (last Q grew 63%, neither are cc)
span:not(:empty)~span:not(:empty)]:before:content-['·'] [&>span:not(:empty)~span:not(:empty)]:before:px-1 [&>span:not(:empty)~span:not(:empty)]:before:shrink-0">9:08 PM · Jul 30, 20261.1KViews
10
span:not(:empty)~span:not(:empty)]:before:content-['·'] [&>span:not(:empty)~span:not(:empty)]:before:px-1 [&>span:not(:empty)~span:not(:empty)]:before:shrink-0 min-w-0 overflow-hidden">Jamin Ball
@jaminball
11m
AWS
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@jaminball
19m
AWS at a ~$169B run rate growing 37%
Quarterly YoY growth trends below $AMZN
svg]:size-5 text-body hover:bg-mix-current hover:bg-mix-amount-10 active:bg-mix-current active:bg-mix-amount-15 focus-visible:bg-mix-current focus-visible:bg-mix-amount-10 outline-current -m-2 shrink-0 cursor-pointer border-transparent p-0 text-body size-9 [&>svg]:size-[1.25em] [&>[data-engagement-icon]]:size-[1.25em] group-hover:bg-mix-current group-hover:bg-mix-amount-10" aria-label="View count" type="button" data-state="closed" href="/jaminball/status/2082936327981642135/quotes">969
span:not(:empty)~span:not(:empty)]:before:content-['·'] [&>span:not(:empty)~span:not(:empty)]:before:px-1 [&>span:not(:empty)~span:not(:empty)]:before:shrink-0 min-w-0 overflow-hidden">Jamin Ball
@jaminball
11m
Azure
span:not(:empty)~span:not(:empty)]:before:content-['·'] [&>span:not(:empty)~span:not(:empty)]:before:px-1 [&>span:not(:empty)~span:not(:empty)]:before:shrink-0 min-w-0 overflow-hidden">Jamin Ball
@jaminball
Jul 29
Azure at a ~$124B run rate growing 43%
Quarterly YoY growth trends below $MSFT
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span:not(:empty)~span:not(:empty)]:before:content-['·'] [&>span:not(:empty)~span:not(:empty)]:before:px-1 [&>span:not(:empty)~span:not(:empty)]:before:shrink-0 min-w-0 overflow-hidden">Jamin Ball
@jaminball
11m
Google Cloud
span:not(:empty)~span:not(:empty)]:before:content-['·'] [&>span:not(:empty)~span:not(:empty)]:before:px-1 [&>span:not(:empty)~span:not(:empty)]:before:shrink-0 min-w-0 overflow-hidden">Jamin Ball
@jaminball
Jul 22
Google Cloud knocked it out of the park again. They're now at a ~$99B run rate growing 82% YoY. Another MASSIVE jump in YoY growth
Quarterly YoY growth trends below $GOOG
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span:not(:empty)~span:not(:empty)]:before:content-['·'] [&>span:not(:empty)~span:not(:empty)]:before:px-1 [&>span:not(:empty)~span:not(:empty)]:before:shrink-0 min-w-0 overflow-hidden">Bryan Offutt
@BryanOffutt
8m
Truly bananas.
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Jamin Ball@jaminballFollow<br>Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing...