The 'Single Reason' that Google, Microsoft and Amazon say hurt cloud business growth
Amazon, Microsoft, and Google faced capacity constraints in their data centers during Q4 2024, limiting their ability to meet customer demand despite significant investments in AI infrastructure. Amazon, Microsoft, and Google reported sales growth but fell slightly below analyst expectations. All three companies are planning for substantial investments in AI infrastructure for 2025 to address these challenges.
Amazon, Microsoft, and Google faced capacity constraints in their data centers during Q4 2024, limiting their ability to meet customer demand despite significant investments in AI infrastructure. Amazon, Microsoft, and Google reported sales growth but fell slightly below analyst expectations. All three companies are planning for substantial investments in AI infrastructure for 2025 to address these challenges.
