2Q25 Cloud PM Chartbook

Written By YipitData for Investors

Access the 2Q25 Cloud PM Chartbook

A concise yet comprehensive resource featuring over 25+ slides of charts, tables, and insights on key trends and performance drivers across our Cloud tickers. This streamlined resource provides a quick, high-level read while capturing the essential data and bigger-picture insights you need.

Inside the Chartbook:

  • Top-Line Highlights: Revenue growth trends vs. expectations mixed across the CSPs, with the most strength seen at Azure

  • AI Services Trends: AI trends improving both Q/Q and Y/Y, particularly around GenAI token volume

  • Capacity Constraint vs. GPU Pricing Dynamics: Capacity constraint insights on AWS, as well as spot GPU pricing trends for AWS, Azure & GCP

Spark team conversations, discover hidden insights, and drive informed decisions.

Have questions or trouble downloading? Please email us at insights@yipitdata.com.

 
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