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    AWS Faces AI Momentum Gap vs Azure and Google Cloud

    Amazon’s cloud business is no longer the unambiguous growth engine it once was; recent quarters have exposed a gap between scale and momentum that has competitors seizing narrative advantage and enterprise mindshare. Background: the claim that started this debate The Analytics Insight piece...
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    • ai ai productization ai services amazon web services artificial intelligence aws azure bedrock cloud capex cloud computing cloud market copilot enterprise it google cloud google cloud platform infrastructure as a service market share microsoft azure multi-cloud platform as a service
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    • Forum: Windows News
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    AWS Cloud Growth Slows as AI Push Elevates Azure and Google Cloud

    Amazon’s cloud engine is still humming, but the tempo has slowed: the company’s Amazon Web Services (AWS) unit reported mid‑teens growth in its most recent quarter while rivals logged dramatically higher expansion, a gap that spooked investors, sharpened questions about AWS’s AI strategy, and...
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    • ai acceleration ai infrastructure ai productization anthropic aws azure growth bedrock capex capital expenditure cloud computing cloud margins gemini google cloud iaas inferentia microsoft copilot partnership strategy trainium
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    • Forum: Windows News
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