Cloud Earnings Week: Microsoft AI at $37B Run Rate, Google Cloud +63%, Amazon Profit Up 77%

Q1 earnings from the three major cloud providers paint a consistent picture: AI workloads are driving historic growth in cloud revenue and the hyperscalers are pulling away from everyone else.

Microsoft reported AI-related revenue hitting a $37 billion annualized run rate with Azure growth at 40% and Copilot surpassing 20 million paid seats, as @Microsoft detailed in its FY26 Q3 results. Google followed with Cloud revenue up 63%, with @sundarpichai calling it the strongest quarter for AI-driven consumer subscriptions. Amazon, meanwhile, reported Q1 profit up 77%, driven heavily by AWS AI workloads, as @nikkei noted.

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