I am interested to know the valuation of AWS. If the values are apart then it makes sense that AWS was ahead of teh game. If GCP has caught up then that would be blazing-fast improvement.
From Bloomberg re GCP: "The unit could report compound annual growth of 55% between 2018 and 2022, and reach annual sales of about $38 billion by 2025"
AWS q2 2019 was was 8.4 billion so AWS in 2019 is near where GCP is projected to be in 2025. AWS q1 to q2 growth was 37%, so much slower growth than Azure and GCP.
From Barrons earlier this year: "He sees AWS revenues of $36.1 billion this year, growing about 31% a year to $140 billion in 2024. He ... estimates the value of AWS alone as $506 billion."
AWS q2 2019 was was 8.4 billion so AWS in 2019 is near where GCP is projected to be in 2025. AWS q1 to q2 growth was 37%, so much slower growth than Azure and GCP.
From Barrons earlier this year: "He sees AWS revenues of $36.1 billion this year, growing about 31% a year to $140 billion in 2024. He ... estimates the value of AWS alone as $506 billion."
https://www.barrons.com/articles/amazon-stock-web-services-w...