Not Microsoft. Not Alphabet. Here's the Cloud Giant I'm Most Bullish About.

The article argues that Amazon is a better cloud computing investment than Microsoft and Alphabet because AWS generates significantly higher operating margins (39%) and accounts for 60% of Amazon's total operating income. With AWS revenue accelerating to 37% year-over-year growth and the company investing $220 billion in data center capital expenditures, AWS provides substantial operating leverage that will drive Amazon's overall profit growth faster than cloud segments benefit their competitors.