Shay Boloor(@StockSavvyShay):The three largest cloud platforms are now generating a combined ~$440B in annualized revenue: • $AMZN AWS ~$184B (+39% YoY) • $MSFT Azure ~$133B (+48% YoY) • $GOOGL Cloud ~$123B (+103% YoY) Agentic AI is becoming a massive tailwind of cloud demand as AWS customers deployed twice as many AgentCore agents in Q3 as previous three quarters combined while Bedrock token volume grew ~17x and Google’s model API usage more than quadrupled YoY and AI agents now start over 40% of GitHub pull requests.

2026.11.01 14:22

The three largest cloud platforms are now generating a combined ~$440B in annualized revenue: • $AMZN AWS ~$184B (+39% YoY) • $MSFT Azure ~$133B (+48% YoY) • $GOOGL Cloud ~$123B (+103% YoY) Agentic AI is becoming a massive tailwind of cloud demand as AWS customers deployed twice as many AgentCore agents in Q3 as previous three quarters combined while Bedrock token volume grew ~17x and Google’s model API usage more than quadrupled YoY and AI agents now start over 40% of GitHub pull requests.