{
 "name": "Cloud growth (2026)",
 "name_es": "Crecimiento de la nube (2026)",
 "url": "https://straveta.com/datos/crecimiento-nube-2026",
 "license": "https://creativecommons.org/licenses/by/4.0/",
 "attribution": "Straveta (straveta.com)",
 "verified": "2026-07-12",
 "source": "Quarterly results (AMZN, MSFT, GOOGL, ORCL), verified 2026-07-12",
 "columns": [
  "cloud",
  "quarterly_revenue",
  "yoy_growth",
  "note"
 ],
 "data": [
  {
   "cloud": "AWS",
   "quarterly_revenue": "$37.6B",
   "yoy_growth": "+28%",
   "note": "~$200B capex 2026"
  },
  {
   "cloud": "Microsoft Azure",
   "quarterly_revenue": "not disclosed",
   "yoy_growth": "+39%",
   "note": "~$80B unserved demand"
  },
  {
   "cloud": "Google Cloud",
   "quarterly_revenue": "$20.0B",
   "yoy_growth": "+63%",
   "note": "fastest acceleration; own TPUs"
  },
  {
   "cloud": "Oracle OCI",
   "quarterly_revenue": "n/a",
   "yoy_growth": "+93%",
   "note": "RPO backlog $638B"
  }
 ]
}