🌟🌟 Azure, AWS growth rates a

🌟🌟 Azure, AWS growth rates are truly inflecting upward, reaching multi year highs as of late 2025 & early 2026. This re-acceleration can be attributed to a massive shift from AI experimentation to production scale deployment.

$Amazon.com(AMZN)$ AWS's growth has surged 24% YoY to USD 35.6 billion in Q4 25. This is the fastest growth rate in 13 quarters. It is a sharp acceleration from 17% seen in 2024 & 20% in Q3 25.

$Microsoft(MSFT)$ Azure maintained a high growth rate of 39%. AI services now represent a significant portion of this growth, contributing 16% to Azure's total growth as of late 2025.

$Alphabet(GOOG)$ Google Cloud is the most explosive growth among the 3, reaching 48% YoY in Q4 25.

This growth inflection is tied to the physical capacity from 2025 heavy capex. Demand currently exceeds supply. Growth rates are capped by how fast they can install new hardware.

For 2026, the Big 3 have a combined USD 555B in Capex.

@Tiger_comments @TigerStars @Tiger_SG

Modified in.08:31

Big Banks, Big Bar Too: Beat and Fade This Earnings Season?

Q1 earnings season is kicking off with big banks expected to post solid results, especially Citi, Wells Fargo, and Morgan Stanley, while stronger trading, deal fees, and net interest income are supporting the setup. But that also creates the tension: if numbers come in “good,” is there still enough upside left, or has the market already priced in a clean quarter? Which matters more here — the actual beat, or 2026 guidance from management? If the banks deliver solid Q1 results, do you chase the group, or wait for a post-earnings fade?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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If the banks deliver solid Q1 results, do you chase the group, or wait for a post-earnings fade?","image":"https://community-static.tradeup.com/news/89b1bc001d5c16b8030b4982e0caebbd"}],"images":[{"img":"https://community-static.tradeup.com/news/f637419de5833b41945113861aed6ff4"},{"img":"https://community-static.tradeup.com/news/f637419de5833b41945113861aed6ff4","width":"0","height":"0"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/f637419de5833b41945113861aed6ff4"}],"title":"","html":"<html><head></head><body>🌟🌟 <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993111901546373120&amp;word=Azure\">Azure</a>, <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993350658434424832&amp;word=AWS\">AWS</a> growth rates are truly inflecting upward, reaching multi year highs as of late 2025 &amp; early 2026. This re-acceleration can be attributed to a massive shift from AI experimentation to production scale deployment.\n\n<a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a>AWS's growth has surged 24% YoY to USD 35.6 billion in Q4 25.&nbsp; This is the fastest <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993164699529011200&amp;word=growth rate\">growth rate</a> in 13 quarters.&nbsp; It is a sharp acceleration from 17% seen in 2024 &amp; 20% in Q3 25.\n<a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>Azure maintained a high growth rate of 39%.&nbsp; AI services now represent a significant portion of this growth, contributing 16% to Azure's total growth as of late 2025.\n<a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a><a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993345238588350464&amp;word=Google Cloud\">Google Cloud</a> is the most explosive growth among the 3, reaching 48% YoY in Q4 25.\nThis growth inflection is tied to the physical capacity from 2025 heavy <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993275542803472384&amp;word=capex\">capex</a>.&nbsp; Demand currently exceeds supply.&nbsp; <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993589237413109760&amp;word=Growth\">Growth</a> rates are capped by how fast they can install new hardware.\nFor 2026, the Big 3 have a combined USD 555B in Capex.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/f637419de5833b41945113861aed6ff4\"></t-t><img src=\"https://community-static.tradeup.com/news/f637419de5833b41945113861aed6ff4\" tg-width=\"0\" tg-height=\"0\"></body></html>","htmlText":"<html><head></head><body>🌟🌟 <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993111901546373120&amp;word=Azure\">Azure</a>, <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993350658434424832&amp;word=AWS\">AWS</a> growth rates are truly inflecting upward, reaching multi year highs as of late 2025 &amp; early 2026. This re-acceleration can be attributed to a massive shift from AI experimentation to production scale deployment.\n\n<a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a>AWS's growth has surged 24% YoY to USD 35.6 billion in Q4 25.&nbsp; This is the fastest <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993164699529011200&amp;word=growth rate\">growth rate</a> in 13 quarters.&nbsp; It is a sharp acceleration from 17% seen in 2024 &amp; 20% in Q3 25.\n<a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>Azure maintained a high growth rate of 39%.&nbsp; AI services now represent a significant portion of this growth, contributing 16% to Azure's total growth as of late 2025.\n<a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a><a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993345238588350464&amp;word=Google Cloud\">Google Cloud</a> is the most explosive growth among the 3, reaching 48% YoY in Q4 25.\nThis growth inflection is tied to the physical capacity from 2025 heavy <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993275542803472384&amp;word=capex\">capex</a>.&nbsp; Demand currently exceeds supply.&nbsp; <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993589237413109760&amp;word=Growth\">Growth</a> rates are capped by how fast they can install new hardware.\nFor 2026, the Big 3 have a combined USD 555B in Capex.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/f637419de5833b41945113861aed6ff4\"></t-t><img src=\"https://community-static.tradeup.com/news/f637419de5833b41945113861aed6ff4\" tg-width=\"0\" tg-height=\"0\"></body></html>","text":"🌟🌟 Azure, AWS growth rates are truly inflecting upward, reaching multi year highs as of late 2025 & early 2026. This re-acceleration can be attributed to a massive shift from AI experimentation to production scale deployment. $Amazon.com(AMZN)$ AWS's growth has surged 24% YoY to USD 35.6 billion in Q4 25. This is the fastest growth rate in 13 quarters. It is a sharp acceleration from 17% seen in 2024 & 20% in Q3 25. $Microsoft(MSFT)$ Azure maintained a high growth rate of 39%. AI services now represent a significant portion of this growth, contributing 16% to Azure's total growth as of late 2025. $Alphabet(GOOG)$ Google Cloud is the most explosive growth among the 3, reaching 48% YoY in Q4 25. This growth inflection is tied to the physical capacity from 2025 heavy capex. Demand currently exceeds supply. Growth rates are capped by how fast they can install new hardware. For 2026, the Big 3 have a combined USD 555B in Capex. @Tiger_comments @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":15,"favoriteSize":0,"link":"https://ttm.financial/post/556503054930552","repostId":0,"isVote":1,"tweetType":1,"viewCount":175,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","GOOG","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":813,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/556503054930552"}