Analysts estimate Microsoft Azure's revenue, fueled in part by AI growth, is ~75% as big as AWS', up from ~50% five years ago (Jordan Novet/CNBC)

Jordan Novet / CNBC:

Analysts estimate Microsoft Azure’s revenue, fueled in part by AI growth, is ~75% as big as AWS’, up from ~50% five years ago  —  – Microsoft’s cloud is growing significantly faster than Amazon Web Services of late, thanks in part to its cozy OpenAI relationship.