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...
ai infrastructure
ai strategy
amazon ai
anthropic
aws capex
bedrock
capital expenditure
cloud ai
cloud computing
cloud revenue
data centers
enterprise ai
generative ai
inferentia
microsoft azure
nova
openai
siliconhardware
titan models
trainium