Cloud growth rates for Amazon, Microsoft, and Alphabet have reaccelerated due to increased demand for AI. In the 2025 fourth quarter, Google Cloud’s Gemini 3 model saw strong demand. Worldwide cloud infrastructure services revenue reached $119 billion, growing 30% year over year. Amazon Web Services (AWS) reported $35.6 billion in cloud revenue, growing 24% year over year. Microsoft Azure’s cloud revenue increased 39% year over year. Google Cloud revenue hit $17.7 billion, growing 48% year over year, making it the fastest-growing among the Big Three. Google Cloud emerged as the clear winner, with the fastest growth rate and a significant reduction in costs. Stock Advisor’s total average return is 920%, outperforming the S&P 500’s 196%. Investing $1,000 at their recommendation would now be worth $1,155,789. Don’t miss their latest top 10 list for potential investments. Join an investing community tailored for individual investors. Find out more about these opportunities by visiting the provided link. Disclaimer: Stock Advisor returns are accurate as of February 12, 2026. Author Danny Vena, CPA, holds positions in Alphabet, Amazon, and Microsoft. The Motley Fool also has positions in and recommends these companies.

Read more at 1. Apple announces new iPhone 13 lineup with improved cameras and faster processors. – CNBC
2. U.S. economy adds 235,000 jobs in August, falling short of expectations. – Wall Street Journal
3. Pfizer seeks FDA approval for COVID-19 vaccine booster shots. – Reuters
4. Tesla’s stock price reaches record high after strong quarterly earnings report. – CBS MarketWatch
5. Amazon faces backlash over reports of harsh working conditions in its warehouses. – Barchart: Amazon, Microsoft, and Alphabet All Reported Robust Cloud Growth. 1 Was a Clear Winner