OpenAI and Anthropic now sit on the public stage while Microsoft and Amazon wage a quieter, higher‑stakes contest for the cloud and compute hegemony that will shape the AI decade ahead.
Background: how we got here
The current alignment — OpenAI with Microsoft and Anthropic with Amazon — is the...
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Caylent’s new Accelerate for Cloud Migration offering promises to turn a moment of VMware market disruption into a fast, AI‑driven migration path to AWS — coupling Amazon Bedrock for discovery, AWS Application Migration Service for automated lift‑and‑shift, and Terraform for repeatable...
Caylent’s new AI-driven migration package lands squarely in the crossfire of a reshaped virtualization market, promising an output-based, pay-only-for-success model designed to pull VMware, Azure and GCP workloads into AWS while leaning on Amazon Bedrock and AWS migration services to speed...
Cloud providers’ quiet September preview windows have turned into a loud signal to enterprise IT: the next phase of cloud AI isn’t just about model accuracy — it’s about network isolation, governance, flexible deployment, and measurable quality controls that let generative AI move safely from...
September’s quiet preview windows at the major cloud providers are shaping up to be one of the clearest signals yet that enterprise AI is moving from model-first experimentation into regulated, operational production—and the changes being previewed are less about raw model accuracy and more...
Cloud providers’ recent September preview releases from Microsoft, Amazon Web Services, and Google aren’t incremental feature drops — they’re a clear signal that enterprise expectations for cloud AI have shifted from “which model is best?” to “which platform makes models secure, auditable, and...
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Cloud providers’ September previews from Microsoft, Amazon Web Services, and Google offer a powerful — and practical — glimpse of how enterprise expectations are reshaping cloud AI: companies are no longer buying raw model performance alone, they are demanding network isolation, auditability...
Cloud providers’ September previews are not incremental checkbox updates; they are a clear signal that enterprises expect AI clouds to be more than high‑performance models — they must be secure, auditable, and operationally mature enough to run production workloads at scale.
Background...
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Amazon Web Services’ startups czar Jon Jones has left the company after roughly a year in the role, a departure that lands amid a broader wave of executive exits at AWS in 2025 and deepens scrutiny of the cloud giant’s ability to hold ground in the fiercely contested AI talent wars.
Background...
Amazon Web Services has lost Jon Jones, its vice president who ran the global startups and venture-capital outreach, in a move that crystallizes a wider 2025 pattern of executive churn and intensifying competition for AI talent across the cloud sector.
Background / Overview
Jon Jones joined AWS...
Microsoft’s Office productivity stack is entering a deliberate, workload‑focused transformation: Redmond will begin routing select Copilot and Office 365 features to Anthropic’s Claude models — notably the Sonnet 4 family — alongside continued use of OpenAI and Microsoft’s own models, a...
Amazon’s cloud story entered a new chapter this quarter: AWS reported roughly $30.8–$30.9 billion in revenue for Q2 2025 while launching a major, renewable‑powered infrastructure region in New Zealand—an investment AWS says will strengthen APAC presence, lower latency for local customers, and...
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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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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 —...
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Amazon’s recent pullback has reignited a familiar debate: is Amazon falling behind in the race to monetize generative AI — or is the company quietly laying the groundwork to reclaim momentum? Investor jitters about AWS’s cloud revenue growth and Microsoft’s head start with OpenAI have pressured...
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For more than a decade, Amazon Web Services (AWS) has been the engine that transformed Amazon from an online retailer into one of the world’s most valuable and strategically diversified technology companies—and yet, the cloud computing race is no longer a straight sprint for raw scale. Recent...
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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Cloud professionals starting 2025 with a goal to pick the best cloud platform to learn face a market reshaped by generative AI, massive infrastructure spend, and accelerating multi‑cloud adoption — and the practical answer is nuanced: AWS remains the safest, most versatile entry, Azure is the...
Amazon Web Services (AWS) has upended the cloud computing landscape by announcing the integration of OpenAI’s cutting-edge AI models, disrupting Microsoft’s previously exclusive access and promising a transformative era for enterprise artificial intelligence at scale. The move, which debuted on...
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In a dramatic shakeup of the cloud AI landscape, Amazon Web Services announced it will now host OpenAI’s newly unveiled open-weight GPT models, gpt-oss-120b and gpt-oss-20b, on both Bedrock and SageMaker platforms. This strategic decision bypasses Microsoft Azure’s long-held exclusive rights to...
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