Amazon warned of ‘lumpy’ cloud trends. Why these analysts aren’t worried.
Amazon held cloud revenue growth steady when rivals couldn’t. Analysts say the company wouldn’t be spending so much on AI if it didn’t see strong long-term demand.
USA Today15d
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, after Microsoft and Google's lackluster reports jolted investor ...
Podcast: Amazon, AI, and the cloud — a reality check, with Corey Quinn of ‘Last Week in AWS’
As cloud giants Amazon, Microsoft, and Google spend record sums to build out their capacity for artificial intelligence ...
The Motley Fool8d
Amazon's Cloud Miss May Be Even Worse Than You Think (but It Makes Sense)
The thing is, the crowd may be right. Not only is Amazon Web Services (AWS) now coming up short of expectations, but it's losing cloud computing market share as well. Margin-crimping discounts may ...
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday.