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Microsoft’s Azure growth isn’t cause for concern, analysts say – but as it battles AWS and Google its ability to meet data center AI demands could become a problem


The big three cloud providers have posted largely strong growth despite a slight falter from Microsoft Azure, but experts have told ITPro that flagging cloud earnings are to be expected.

All three hyperscalers recently delivered Q3 earnings results, with AWS posting a 19% increase in sales year-on-year to $27.5 billion. The Amazon-owned cloud provider clocked an operating income of $10.4 billion, up from $7 billion last year.


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