3Q25 Cloud PM Chartbook

Access the 3Q25 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 strong across the CSPs and generally from non-AI, 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 Constraints/Availability: Capacity constraint and compute availability insights from web scraped data
• GPU Pricing Dynamics: Pricing trends across AWS, Azure and GCP

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