Amazon and Microsoft saw some great surge in the year 2024, backed by the epic bull run at the US stock market, especially in the filed of technology. But, who will get the edge in 2025? Here' what we
Microsoft Azure offers a suite of cloud computing services with a competitive pay-as-you-go pricing model. Some services can even be used for free.
Both Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) saw strong growth in their cloud-computing business units in 2024. While Microsoft's Azure saw the higher revenue growth, it was Amazon's stock that outperformed in 2024.
Among Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta Platforms, and Tesla, there's a phenomenal bargain hiding in plain sight, as well as a highflier that may be more than fully valued.
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Microsoft budgeting a staggering $80B to build data centers this year
Microsoft will invest $80B in AI data centers in fiscal 2025
Microsoft to spend $80 billion on AI data centers this year
Cloud infrastructure providers like Redmond-based Microsoft and Seattle-based Amazon.com are racing to expand computing capacity by constructing new data centers.
Microsoft stands out as a good value for 2025 and beyond. The stock isn't overpriced, sporting a 34.9 price-to-earnings (P/E) ratio compared to its 32.1 median P/E over the last decade. However, Microsoft is arguably a far stronger business today with better growth prospects than it was 10 years ago.
Amazon.com said on Tuesday that its cloud computing division, Amazon Web Services (AWS), plans to invest about $11 billion to expand its infrastructure in Georgia to support cloud computing and AI technologies.
Microsoft's planned investment in AI data centers marks a shift to a capital-intensive model. Click here to see why MSFT stock is a Hold.
Amazon and Microsoft, of course, are more than just their cloud businesses. Amazon is still the world's largest e-commerce and logistics company. It also owns the Prime Video streaming service.
Data centers powering AI and cloud computing could soon grow so large that they could use more electricity than entire cities.
BlackRock is the world's largest asset manager, with $11.5 trillion in client money under its supervision. Around $3.3 trillion of that is sitting in exchange-traded funds (ETFs) that are operated by the company's iShares subsidiary.
AI chips sales drove Nvidia stock higher in 2024. Now Nvidia could be building out data centers to support a cloud-based AI software business.
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