Daniel Newman(@danielnewmanUV):The AI doom is non sequitur to what the customers of the hyperscalers are proving with their rapid growth. Enterprises are spending big to implement AI into their businesses. The growth across all the major clouds is exhibit 1A. 💪🏻

2026.11.01 15:14

The AI doom is non sequitur to what the customers of the hyperscalers are proving with their rapid growth. Enterprises are spending big to implement AI into their businesses. The growth across all the major clouds is exhibit 1A. 💪🏻

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Shay Boloor@StockSavvyShay

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.

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