Why is Azure smoking AWS and Google Cloud? UBS has some theories.

Analysts at UBS have been looking at the performance of the big three cloud computing businesses: Google Cloud, Amazon’s AWS, and Microsoft’s Azure.

Azure is beating its rivals, showing a strong 66% sequential revenue growth in its Q1 earnings.

UBS thinks a combination of different factors could be at play:

An increase in enterprise customers finally migrating to the cloud
Migration of Microsoft legacy server customers to Azure
Customers flocking to Azure’s “industry-leading” stack for AI services
Partner OpenAI may have made a substantial Azure commitment

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