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AWS, Google Cloud, and Microsoft Azure logos are seen respectively on the websites of the big three cloud providers on a laptop computer
Public CloudAI Boom Fuels Cloud Growth, but Capacity Constraints Loom for Big 3 ProvidersAI Boom Fuels Cloud Growth, but Capacity Constraints Loom for Big 3 Providers
Microsoft, Google, and Amazon all reported strong cloud revenue growth, largely driven by AI demand, yet ongoing supply and power constraints pose challenges to scaling their data center capacity.
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