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An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence (SemiAnalysis) from Techmeme RSS feed.
An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence (SemiAnalysis)
SemiAnalysis:
An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence — Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted.