Alphabet’s Google Cloud is the fastest-growing of the trio, up about 63% year over year in the first quarter, bolstered by its custom TPU AI chips sold to external clients.

Microsoft Azure is delivering strong growth, roughly 40% in the latest quarter, signaling its rising importance in Microsoft’s business mix.

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The three cloud players are all set to benefit from the AI surge, but Amazon currently offers the most compelling near-term profitability path through AWS, followed by Microsoft and Alphabet in growth momentum.

Amazon Web Services remains the leading cloud business for its parent company, contributing about 59% of last quarter’s operating profits and growing faster than its consumer-facing segments.

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The article discloses that the author holds positions in Alphabet, Amazon, and Microsoft, and mentions Motley Fool Stock Advisor performance context.

Keithen Drury, the author, discloses holdings in Alphabet, Amazon, and Microsoft, aligning with the analysis presented.

Azure’s robust growth underscores its major role within Microsoft, even as profitability details aren’t explicitly broken out.

Azure is a significant, growing component of Microsoft’s overall business, contributing to the company’s cloud momentum.