Tomasz Tunguz: Google Cloud could surpass Azure compute in size next quarter if current growth rates continue

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29.10.2026

Tomasz Tunguz: Google Cloud could surpass Azure compute in size next quarter if current growth rates continue — Google Cloud may surpass Azure compute

Google's cloud business could become larger than Azure's compute business as soon as the next quarter if current growth rates persist.

Tomasz Tunguz described this possibility, comparing the future potential of Google Cloud and Azure's compute segment.

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Tomasz Tunguz previously noted that Google charges $2 for a task that costs over $7 on Fable, referencing data from its 2024 TPU paper here. He has also commented on major AI sector events, describing Anthropic's recent S-11 filing as the largest AI listing to date here. These observations reflect his ongoing tracking of developments in cloud and AI markets.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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