MICROSOFT WKN: 870747 ISIN: US5949181045 Forum: Aktien Thema: Hauptdiskussion

Microsoft (MSFT) Azure Widens Lead over AWS in Jefferies CIO Survey Vince Condarcuri Jul 01, 2026, 07:18 PM Jefferies says Azure is now the primary cloud provider for surveyed CIOs. Cloud spending is expected to accelerate in 2026 as more enterprise workloads move to the cloud. Microsoft (MSFT) Azure Widens Lead over AWS in Jefferies CIO Survey Microsoft’s Azure is continuing to pull ahead of Amazon’s AWS among U.S. chief information officers, according to a new survey from Jefferies. Specifically, Azure is now the primary cloud provider for 55% of respondents, while AWS is the top choice for 28%. This creates a 27-point gap, which is significantly wider than the 7-point gap seen in Jefferies’ December 2025 survey, when Azure was at 45%, and AWS was at 38%. In addition to usage, the spending data shows a similar trend. Jefferies, led by analyst Brent Thill, found that Azure now represents 46% of expected cloud spending among respondents, compared with 29% for AWS. This 17-point gap has also increased from the previous survey, when Azure accounted for 40% and AWS for 37%. Furthermore, 68% of CIOs said that they expect their spending on Azure to increase over the next 24 months. In contrast, 45% expect to increase spending on AWS, and only 25% said the same for Google GOOGL +1.07% ? Cloud. Even though Jefferies believes that all three major cloud providers will benefit from AI demand, the survey clearly points to stronger near-term momentum for Microsoft. Cloud Budgets Remain Strong Interestingly, the survey also shows that cloud budgets remain strong as companies move through the rest of 2026. Jefferies now expects cloud spending to grow by 10.1% in 2026, which is slightly faster than the 9.6% growth expected in 2025. This outlook is an improvement compared with the firm’s earlier survey, which had suggested a slight slowdown. Importantly, about 95% of respondents expect their cloud budgets to increase year-over-year in 2026, while only 3% expect a small decline. At the same time, companies are continuing to move more of their workloads into the cloud. Jefferies found that 85% of CIOs expect more than half of their workloads to be in the cloud by the end of 2027, up from 75% previously. Meanwhile, 53% expect more than 80% of workloads to be cloud-based by that point.

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https://www.tipranks.com/news/microsoft-msft-azure-widens-lead-over-aws-in-jefferies-cio-survey?mod=mw_quote_news_seemore

nein, muss über 600 $ sein.

Die Frage die du stellen solltest heisst, welche Finanzbücher würdet ihr empfehlen und wie werde ich unbesiegbar.

Nein

Würdet ihr sagen das hier Preise bis 500 Euro realistisch sind

Man merkt sofort das ihr nicht unbesiegbar seid! Wer unbesiegbar ist geht ganz anders durchs Leben und aufdem Rasen. Wer unbesiegbar ist hat schon gewonnen bevor das Spiel begonnen hat. Ich habe hier schon gewonnen bevor hier eine $500-$800 steht. Deswegen freuen sich Unbesiegbare wenn sie in die schwäche zukaufen, Sterbliche fangen an zu zweifeln wenn ihre Positionen tiefer gehen.

So viel Hirn gibt’s nicht mehr auf dem Planeten wie benötigt wäre 😂

Gott schick Hirn!

Wie weit soll es denn deiner Meinung nach noch runter gehen? Realistische Einschätzung

Niedrigen Ek zu haben als Ackman fühlt sich Unbesiegbar an!

Bist du das bullische Pendant zum Agenten🙄

Kann kommen wer will Ackman und ich sind unverwundbar!

Und Microsoft 13 Milliarden umsonst in Open AI, da steckt ein Plan dahinter würd ich mal sagen.

Bill hat absichtlich 2,1 Milliarden in den Sand gesetzt!