Articles > Pre Market Movers: Amazon's AWS to Gain Market Share Over Microsoft Azure
- Amazon's AWS poised for revenue growth acceleration, while Microsoft Azure faces stagnation
- Power grid delays in Europe challenge Amazon's data center expansion
- Amazon sets record delivery speeds in 2025 with over 13 billion same- or next-day deliveries
- Palantir Technologies surges after exceeding Q4 expectations
- WoodTrust Financial Corp cuts stake in Amazon, while Ritholtz Wealth Management increases its position
Amazon's cloud computing division, AWS, is expected to outperform Microsoft's Azure in terms of market share. While AWS is projected to experience revenue acceleration, Azure is facing a period of stagnation. The growth of AWS can be attributed to the increase in AI workloads from Anthropic and the ongoing infrastructure expansion. For the fourth quarter of fiscal year 2025, AWS revenue is anticipated to rise by 21-23% year-over-year.
However, Amazon is facing challenges in expanding its data centers in Europe due to significant delays in obtaining power grid connections. This issue has been attributed to the pressing need for policymakers to upgrade aging energy grids to support Amazon's expansion plans.
Despite these challenges, Amazon has set a new record for delivery speeds in 2025. The company achieved over 13 billion same- or next-day deliveries worldwide, with Prime members in the US receiving a 30% increase in fast deliveries compared to the previous year. This achievement highlights Amazon's commitment to providing fast, free delivery across a wide selection of items.
In other news, Palantir Technologies experienced a surge in its stock price after surpassing Wall Street's expectations with its Q4 results and guidance. This positive performance has bolstered investor confidence in the company's future growth potential.
On the financial front, WoodTrust Financial Corp has reduced its stake in Amazon.com by 38.6% in the third quarter, while Ritholtz Wealth Management has increased its position by 7.3% during the same period. These movements in ownership reflect the shifting sentiments of institutional investors towards Amazon's stock.
Overall, Amazon's AWS division is poised for growth, while the company faces challenges in its data center expansion in Europe. With record-breaking delivery speeds and positive financial performance, Amazon continues to assert its dominance in the e-commerce and cloud computing sectors.
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Pre Market Movers: Amazon's AWS to Gain Market Share Over Microsoft Azure
By KlickAnalytics Data Insights | February 3, 2026 08:56AM ET
Key Points
- Amazon's AWS poised for revenue growth acceleration, while Microsoft Azure faces stagnation
- Power grid delays in Europe challenge Amazon's data center expansion
- Amazon sets record delivery speeds in 2025 with over 13 billion same- or next-day deliveries
- Palantir Technologies surges after exceeding Q4 expectations
- WoodTrust Financial Corp cuts stake in Amazon, while Ritholtz Wealth Management increases its position
Amazon's cloud computing division, AWS, is expected to outperform Microsoft's Azure in terms of market share. While AWS is projected to experience revenue acceleration, Azure is facing a period of stagnation. The growth of AWS can be attributed to the increase in AI workloads from Anthropic and the ongoing infrastructure expansion. For the fourth quarter of fiscal year 2025, AWS revenue is anticipated to rise by 21-23% year-over-year.
However, Amazon is facing challenges in expanding its data centers in Europe due to significant delays in obtaining power grid connections. This issue has been attributed to the pressing need for policymakers to upgrade aging energy grids to support Amazon's expansion plans.
Despite these challenges, Amazon has set a new record for delivery speeds in 2025. The company achieved over 13 billion same- or next-day deliveries worldwide, with Prime members in the US receiving a 30% increase in fast deliveries compared to the previous year. This achievement highlights Amazon's commitment to providing fast, free delivery across a wide selection of items.
In other news, Palantir Technologies experienced a surge in its stock price after surpassing Wall Street's expectations with its Q4 results and guidance. This positive performance has bolstered investor confidence in the company's future growth potential.
On the financial front, WoodTrust Financial Corp has reduced its stake in Amazon.com by 38.6% in the third quarter, while Ritholtz Wealth Management has increased its position by 7.3% during the same period. These movements in ownership reflect the shifting sentiments of institutional investors towards Amazon's stock.
Overall, Amazon's AWS division is poised for growth, while the company faces challenges in its data center expansion in Europe. With record-breaking delivery speeds and positive financial performance, Amazon continues to assert its dominance in the e-commerce and cloud computing sectors.
About AMZN
Amazon.com, Inc. engages in the retail sale of consumer products and subscriptions through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). Its products offered through its stores include merchandise and content purchased for resale; and products offered by third-party sellers The company also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Rings, Blink, eero, and Echo; and develops and produces media content. In addition, it offers programs that enable sellers to sell their products in its stores; and programs that allow authors, musicians, filmmakers, Twitch streamers, skill and app developers, and others to publish and sell content. Further, the company provides compute, storage, database, analytics, machine learning, and other services, as well as fulfillment, advertising, and digital content subscriptions. Additionally, it offers Amazon Prime, a membership program. The company serves consumers, sellers, developers, enterprises, content creators, and advertisers. Amazon.com, Inc. was incorporated in 1994 and is headquartered in Seattle, Washington.For more information:
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