# Microsoft's Azure platform has narrowed the gap on market leader Amazon Web Services.

*genai · news · 2026-04-25 · International Business Times*

## Key points

- Amazon plans about $200 billion in capital expenditures for 2026, mainly for AI infrastructure.
- Microsoft's Azure saw cloud revenue rise 39 percent year-over-year to $51.5 billion in Q4 2025.
- Google Cloud posted its fastest growth in four years, with Q4 2025 revenue up 48 percent to $17.7 billion.
- Microsoft's remaining performance obligations surged 110 percent to $625 billion, signaling strong future revenue.
- Cloudflare data shows Azure's 58 percent year-over-year traffic-share gain in Q1 2026 outpaced competitors.

**Companies:** Microsoft, Amazon, Alphabet
**Countries:** United States

[Read the full story on International Business Times](https://www.ibtimes.com/cloud-titans-battle-2026-microsoft-azure-vs-aws-vs-google-cloud-which-stock-buy-3801980)

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