48% compared to microsoft at 26% (last week) and aws at ~21% (expected) is impressive.

of course gcp is the smallest of the three but not small as it approaches $20B.

do the #s track with what HN community has seen in comparing the three largest hyperscalers in function, pricing, reliability, etc?

Slides: https://s206.q4cdn.com/479360582/files/doc_financials/2025/q...

Market seems a lot happier with these numbers than it was with Microsoft.