An analyst argues that Amazon and Alphabet are the two winners in cloud computing while Microsoft is the loser, based on their latest quarterly results. Amazon Web Services revenue grew 37% year over year, accelerating from 28% in the prior quarter, while Google Cloud surged 82%. Microsoft Azure grew 43%, barely accelerating from 40% in the previous quarter, raising skepticism about the health of its cloud business. The analyst believes Amazon's momentum could soon surpass Microsoft's growth rate, making Amazon and Alphabet better long-term buys.
