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...
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
partnershipstrategy
trainium
