Cloud Big3 comparison: suggests buying Amazon first
The three major cloud providers—Amazon Web Services, Microsoft Azure, and Google Cloud—are benefiting from AI demand. The article presents all three companies as long-term investment candidates, while assessing AWS as the highest buying priority because it accounts for 59% of Amazon’s operating profit and has a growth rate of 28%.
Interest in cloud services is growing as AI demand expands. The three major providers—Amazon Web Services, Microsoft Azure, and Google Cloud—are all mentioned as beneficiaries of this trend. The article presents these three companies as long-term investment candidates.
Amazon Web Services (AWS) accounts for 59% of Amazon’s total operating profit. AWS’s recent growth rate was presented as 28%. The article explained that, for this reason, strength in the cloud business is more directly connected to Amazon’s profits.
Microsoft’s Azure has a structure that combines enterprise productivity tools with its cloud business. It was also stated that Azure is seeing revenue growth as demand for AI infrastructure expands. The article assessed Azure as one of the pillars of long-term growth.
Google Cloud is growing as it reflects expanding demand for infrastructure for AI processing. Google maintains a multilayered revenue structure by operating its advertising and cloud businesses in parallel. The article wrote that the role and importance of Google Cloud are growing steadily.
The article recommended all three companies as long-term investments and singled out Amazon as the best buy. Its rationale was that AWS is already generating profits, meaning an improvement in the cloud industry would flow directly into earnings. It noted that competitors need to make further progress toward profitability.
In summary, AI demand is driving up cloud revenue, and the three big3are all benefiting. The article presented all the companies as candidates for long-term holding, while recommending Amazon as the first purchase because its profitability is more visible. The article was published in 2026year 6month 7day.
Sources: The Motley Fool
Bullstory synthesized this report from the linked sources. AI may have assisted the writing process. Check the original reports for factual confirmation.