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MicrosoftX · @MilkRoadAI · Aug 15, 2026

Neoclouds Have Room to Run?

@MilkRoadAI's chart drew 47K views on X: #24 of 41 business charts about the 10 largest tech stocks we read. Read Oct 14, 2026.

AWS quarterly revenue reached approximately 42 billion USD at 80 quarters since launch, significantly higher than Azure's approximately 22 billion USD at 65 quarters and GCS's approximately 25 billion USD at 75 quarters.

The original, @MilkRoadAI

Neoclouds Have Room to Run?

Neoclouds Have Room to Run?NebiusAWSApplied DigitalCoreWeaveGCSAzure012.52537.5500.04420.31.52522515252840607080USD billions
Redrawn by ViralChart from the numbers on the chart. Chart by @MilkRoadAI on X, Aug 15, 2026. Source printed on it: Sources: Internal analysis, company filings and earnings releases, as of August 12, 2026. Cloud revenues estimated from disclosed growth rates, not actual reported revenues, where dashed lines are estimates and solid lines are disclosed actuals. IREN ($34M) not displayed. More charts: a16z.news/subscribe.
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The numbers

0 of 31 numbers are printed on the original chart; the rest are estimates read off its axis. Read off the image by our vision model; check the original before you quote one.

LabelSeriesUSD billionsHow we know
5Nebius0.01estimate
10Nebius0.02estimate
10AWS0.5estimate
15Nebius0.03estimate
15Applied Digital0.05estimate
20Nebius0.04estimate
20Applied Digital0.1estimate
20CoreWeave0.1estimate
20AWS1.5estimate
25Applied Digital0.2estimate
25CoreWeave0.5estimate
27CoreWeave1estimate
28CoreWeave1.5estimate
30Applied Digital0.3estimate
30GCS0.5estimate
30Azure1estimate
30AWS3estimate
40GCS2estimate
40Azure3estimate
40AWS6estimate
50GCS5estimate
50Azure8estimate
50AWS10estimate
60GCS10estimate
60Azure16estimate
60AWS18estimate
65Azure22estimate
70GCS20estimate
70AWS28estimate
75GCS25estimate
80AWS42estimate

Not investment advice. These pages show what other people charted and shared; check the company filings before you act on a number.

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curlMax
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Claude CodeMax
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