AWS growing at least twice as fast as Azure - probably much more
Not sure why the media think Azure is outpacing AWS, not that it particularly matters, as Azure and AWS have much room to grow. However, if you break it down;
“Microsoft Quarter Results: Revenue in Intelligent Cloud was $7.8 billion and increased 15% (up 15% in constant currency)”
Microsoft does not break out Azure from intelligent cloud; So we do not know what is Windows Server (perhaps running on AWS) is and what is Azure revenue. However, assuming 100% of 7.8 Billion is coming from Azure (it is not) that would be an increase of 1.1 Billion.
AWS Quarter Results: AWS is at 5.4 Billion growing at 49%. Which is 2.5 Billion growth
So AWS had double the growth of Microsoft intelligent cloud. If MS took out server products, I wonder what the growth would be it would look like.