Sam Badawi(@Sam_Badawi):AI has turned cloud into a $168B-a-quarter business, and SpaceX already ranks sixth with a 3% share, according to Synergy Research Group. Wall Street expects AWS revenue to grow at least 40% in both 2027 and 2028, according to S&P Global Market Intelligence. Q3 2026 cloud infrastructure market share $AMZN 26% $MSFT 19% $GOOGL 16% $ORCL 4% $BABA 4% $SPCX 3% $ANT 2% $CRWV 2% $CRM 2%

Sam Badawi

@Sam_Badawi

Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️

Joined March 2020

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Sam Badawi@Sam_Badawi

2026.11.08 15:27

AI has turned cloud into a $168B-a-quarter business, and SpaceX already ranks sixth with a 3% share, according to Synergy Research Group. Wall Street expects AWS revenue to grow at least 40% in both 2027 and 2028, according to S&P Global Market Intelligence. Q3 2026 cloud infrastructure market share $AMZN 26% $MSFT 19% $GOOGL 16% $ORCL 4% $BABA 4% $SPCX 3% $ANT 2% $CRWV 2% $CRM 2%