AWS, Google Cloud, and Microsoft Azure logos are seen respectively on the websites of the big three cloud providers on a laptop computer![](https://eu-images.contentstack.com/v3/assets/blt8eb3cdfc1fce5194/bltef405aeab46e0801/67aa6d35f3013a0d3de7b6b9/Big-3-cloud-1716x965_-_2025-02-07.jpg?width=700&auto=webp&quality=80&disable=upscale)
Cloud![](https://eu-images.contentstack.com/v3/assets/blt8eb3cdfc1fce5194/bltef405aeab46e0801/67aa6d35f3013a0d3de7b6b9/Big-3-cloud-1716x965_-_2025-02-07.jpg?width=700&auto=webp&quality=80&disable=upscale)
AI Boom Fuels Cloud Growth, but Capacity Constraints Loom for Big 3 ProvidersAI Boom Fuels Cloud Growth, but Capacity Constraints Loom for Big 3 Providers
Microsoft, Google, and Amazon all reported strong cloud revenue growth, largely driven by AI demand, yet ongoing supply and power constraints pose challenges to scaling their data center capacity.
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