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 —...
ai backlog
ai infrastructure
alphabet
amazon
aws
aws q2
backlog
bedrock
capex
cloud computing
cloud margins
cloud market
enterprise ai
freecashflow
google cloud
microsoft
microsoft azure
productized ai
sagemaker
trainium
