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Amazon, Microsoft, and Google revealed very different AI plans in their latest earnings reports

Cloud providers are betting big on AI, but they're doing it in three completely different ways — and that matters for which services your company will use.

AIGenerated · 4 min read · Written by AI from the sources listed below · Corrected Nov 11, 2026
Detailed image of illuminated server racks showcasing modern technology infrastructure.
Detailed image of illuminated server racks showcasing modern technology infrastructure. File picture · Photo: panumas nikhomkhai / Pexels

What you could do with it

  • A company using AWS Bedrock could pick from more than 100 AI models spanning Anthropic, OpenAI, Meta, DeepSeek, xAI, Mistral, Google, and Nvidia, letting engineering teams route work across providers under one security and governance layer 1.
  • An enterprise running AI inference on Amazon's Trainium chips could cut costs by more than $2 billion in a single quarter compared with buying rival silicon 1.
  • A large organization wanting on-premises AI computing could buy Trainium chips directly starting in late 2027 and run them in its own data center instead of relying solely on rented cloud capacity 1.

An exampleInvented to explain it

Sam, cloud engineer switching AI models

SamWhich models can we route to from one place?

Bedrock repOver 100 across Anthropic, OpenAI, Meta, Mistral, DeepSeek, xAI, Google and Nvidia.

SamCan we add newer ones without switching clouds?

Bedrock repYes — GPT-6, Claude Opus 5.5, Grok 4.7 and Kimi K3 were added last quarter.

SamWhat does that mean for our spend?

Bedrock repCompanies like yours are spending nearly seven times more and routing almost 17 times more data now.

Sam chose Bedrock so her team could pick from many models instead of being locked into one provider.

Amazon bets on choice and cheaper chips

AWS, Amazon's cloud division, earned $46 billion last quarter and grew 39 percent. That speed is remarkable. The last time AWS grew this fast was in late 2021, when it was only $17.8 billion per quarter. Now it is more than two and a half times larger and growing at nearly the same rate 1.

Amazon's chief executive Andy Jassy said he expects growth over 40 percent in both 2027 and 2028. He also suggested AWS could reach $1 trillion in revenue in as few as five years 1.

The secret behind Amazon's strategy is a service called Bedrock. While Microsoft pushes its partnership with OpenAI and Google pushes its Gemini models, Bedrock offers more than 100 models from many providers including Anthropic, OpenAI, Meta, Mistral, DeepSeek, Google, xAI and Nvidia 1. During the third quarter, Amazon incorporated models from several providers into its lineup: OpenAI's GPT-6 series, Anthropic's Claude Opus 5.5 alongside Sonnet 5.5, xAI's Grok 4.7, and Moonshot's Kimi K3 .

Companies using Bedrock spent nearly seven times more than a year ago, and the amount of data they sent through it grew almost 17 times 1.

Amazon also has its own chip called Trainium. Customers saved more than $2 billion in the third quarter by using it instead of competing chips 1. Starting in late 2027, Amazon plans to sell Trainium chips directly to companies so they can run them in their own buildings .

But Amazon is spending heavily. Its capital spending in 2026 will be roughly $220 billion, and it currently has negative free cash flow of $33.5 billion 1.

Microsoft's moat is the customers it already has

Microsoft's Azure cloud grew 48 percent to $33.2 billion — the first time the company disclosed the dollar amount 1. Most of Microsoft's protection comes from the companies already locked into its systems. Clients with more than 50,000 seats of Copilot, its AI assistant for workers, grew more than eightfold compared to last year . Big customers include Capgemini, Hitachi, Truist and the U.K.'s tax agency HMRC .

Analyst Zeus Kerravala wrote that Microsoft is predictable because it is hard to disrupt and not itself a disruptor 1. What it is now is likely what it will stay .

Google's technology is strong but risky

Kerravala said Google has impressive AI technology but builds its business around a single model called Gemini, which goes against where enterprise customers seem to be heading 1. He called Google the distant third among the three clouds .

This story reports on a trend for information only. It is not advice or encouragement to do any of it.

Corrections and updates

  • Corrected on 11 November 2026. An earlier version said the three companies reported 'quarterly profits' within one day of each other; the source only states they reported 'earnings within roughly 24 hours,' which is broader and does not specify the nature of what was reported.

Key facts

  • AWS grew 39% in the latest quarter, reaching $46 billion in revenue
  • Bedrock offered over 100 AI models from multiple providers including OpenAI, Anthropic, Meta and DeepSeek
  • Microsoft Azure reached $33.2 billion with 48% growth, its first dollar-figure disclosure
  • Amazon plans to sell its Trainium chips externally starting in late 2027
  • Google's closed Gemini-first approach was criticized as going against enterprise trends

Sources

  1. What we learned about the hyperscalers from earnings season - SiliconANGLE — siliconangle.com

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