Amazon Surpasses Microsoft in AI Cloud Stock Growth

A key metric reveals that Amazon Web Services (AWS) is outperforming Microsoft Azure in terms of artificial intelligence (AI) cloud stock growth. Despite having a lower operating margin than its parent company, AWS' impressive revenue growth rate is accelerating rapidly.

According to the latest data, AWS grew by 37% during its last quarter, while Microsoft's Azure grew by 43%. However, upon closer inspection, it becomes clear that AWS' growth is accelerating at a much faster pace than Azure's. In Q1, AWS' growth rate was 28%, followed by 24% in Q4 2025 and 20% in Q3 2025.

In contrast, Microsoft's Azure has seen relatively constant growth rates over the past year, with a few minor fluctuations. This suggests that despite its impressive revenue growth, Azure is not experiencing the same level of acceleration as AWS.