Artem Voloskovets
⬤ Amazon's cloud division caught attention again after fresh data revealed AWS year-over-year growth jumped to around 24%, marking a three-year high and pointing to strengthening momentum across its cloud operations.
⬤ The numbers tell a recovery story. AWS growth had been cooling throughout 2023, dropping to roughly 12% before starting a gradual turnaround into 2024. Growth steadied in the high-teens before climbing again through 2025, eventually hitting approximately 24% in the most recent quarter. It's a clear rebound from the earlier slowdown.
⬤ Scale still matters here — Amazon's cloud annual recurring revenue sits about 74% higher than Microsoft's, according to estimates. That combination of size and accelerating growth reinforces AWS's leadership position in cloud infrastructure, especially after an industry-wide period of slower expansion.
⬤ Why this matters: Cloud performance drives momentum across major tech companies, and a return to faster growth at this level suggests demand conditions are improving. For market watchers, AWS's reacceleration plays a big role in overall sentiment around the tech sector's biggest players.
Artem Voloskovets
