---
title: "Amazon vs. Microsoft: What Amazon’s $25 billion bond tranche says about MAG 7 competition"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292219866.md"
description: "Amazon and Microsoft reported Q1 earnings on April 29, 2026, highlighting divergent AI strategies. Amazon raised $25 billion via bonds to fund custom silicon infrastructure, with AWS revenue up 28% and strong chip commitments. Microsoft leveraged its OpenAI stake, achieving 40% Azure growth and a $37 billion AI run rate. While Microsoft boasts higher operating margins (45.6% vs. 11.2%), Amazon's vertical integration in chips positions it as a fortress trade despite significant CapEx increases."
datetime: "2026-07-09T15:33:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292219866.md)
  - [en](https://longbridge.com/en/news/292219866.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292219866.md)
generator: "portal-rs"
---

# Amazon vs. Microsoft: What Amazon’s $25 billion bond tranche says about MAG 7 competition

Quick ReadAWS grew 28% at its fastest pace in 15 quarters, but Amazon's custom silicon moat makes AMZN the stronger AI infrastructure bet over MSFT.Andy Jassy expects Trainium's $225 billion in commitments to save tens of billions in annual CapEx while Amazon's free cash flow has already collapsed 95%.Many financial professionals are salespeople pa...

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**