that is why they say they did not have enough capacity

回答: i don’t think this true 三心三意2025-05-21 08:03:00

I saw the analysis some where...

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MSFT said same thing on the earning call -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/21/2025 postreply 08:06:00

AWS this quarter only 17% growth while Azure is much highly -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (409 bytes) () 05/21/2025 postreply 08:07:44

this has been the case for last 2 yrs -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/21/2025 postreply 08:09:00

No. Last few quarters AWS' growth rate is 19% or 21% -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 05/21/2025 postreply 08:17:25

i mean Azure growth has been higher than AwS in last 2 yrs -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/21/2025 postreply 08:18:00

In the past, they either all grow or all slow together -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 05/21/2025 postreply 08:21:16

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