ai backlog

The Cloud Wars Minute’s blunt verdict — that the company who invented modern cloud computing is losing ground to its hyperscaler rivals — landed like a splash of cold water: AWS’s growth is real, but context matters, and the context now favors Microsoft, Google Cloud and a resurgent Oracle...

The hyperscaler scoreboard that landed after the latest round of earnings is blunt: Amazon Web Services (AWS) delivered a respectable rebound — $33.0 billion in quarterly revenue and roughly 20% year‑over‑year growth — but the momentum picture is dominated by competitors posting faster...

Amazon’s Q2 results forced a recalibration: the cloud unit that once underwrote Amazon’s long-term bets is still massive, but its growth and margins are under pressure in an AI-driven market that increasingly rewards integrated, productized models over raw compute capacity. The data from Q2 —...