Bloomberg Intelligence Amazon Soars on Fastest Cloud Growth in Years
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Oct 31, 2025 This discussion features Anurag Rana, a senior technology analyst at Bloomberg Intelligence, who reveals Amazon Web Services surpassed expectations with $33 billion in revenue, driven by AI momentum. Ryan Mallory, CEO of Flexential, shares insights on the escalating power demands of data centers amid AI growth, advocating for nuclear solutions like small modular reactors. Lastly, Paul Hardart from NYU Stern examines the financial pressures on Warner Bros. Discovery, highlighting the strategic value of its content library in the competitive streaming landscape.
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AWS Momentum Returns
- AWS reversed recent concerns by reporting strong acceleration and raising capex guidance, calming investor nerves about cloud momentum.
- Anurag Rana says AWS's chip business and renewed confidence signal sustained growth beyond next year.
Scale Still Favors AWS
- AWS remains far larger and more entrenched in enterprise infrastructure than Azure or Google despite faster percentage growth at rivals.
- Anurag Rana argues AWS's enterprise depth should keep it on a strong growth trajectory as AI adoption broadens.
Consumer AI Gave Rivals A Lead
- Early AI demand favored Microsoft due to consumer-hosted products like ChatGPT on Azure, leaving AWS focused on enterprise AI.
- Rana expects enterprise AI growth to be a multiyear cycle that benefits AWS as it adds capabilities.