Hyperscaler cloud YoY growth rates, Q1 2025 vs Q1 2026: $AMZN: 16% vs 28% $MSFT: 33% vs 40% $GOOG: 28% vs 63% They all accelerated from already high bases.. There is no bubble. Period. Demand is skyrocketing and we are just getting started. $NBIS $CRWV $MSFT $GOOG $AMZN
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