Latest / Cloud Wars Live with Bob Evans
AWS's Awesome AI Acceleration: Still Falling Behind
In today's Cloud Wars Minute, I compare AWS’s impressive quarter with the even faster momentum of its competitors.
Highlights
00:01 — Wanted to talk today a little bit about the Q1 that AWS just had. I think they revealed an awesome acceleration in Q1, but in a competitive sense, it's still falling behind competitors like Google Cloud, Microsoft, and Oracle.
00:36 — After three years, our AI run rate now for AWS is $20 billion, compared to $58 million for cloud in its early years. Jassy emphasized how aggressively AWS is pushing into AI and highlighted four key reasons behind this…
The skinny
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