Forbes contributors publish independent expert analyses and insights. Victor Dey is an analyst and writer covering AI and emerging tech. AWS signals a competitive posture in the CCaaS market with new ...
Sam Altman’s blowtorch to his competitors is so hot, it even includes a new partnership with Amazon Web Services. As OpenAI announced two open-weight reasoning models with capabilities on par with its ...
I reiterate my Sell rating on Amazon.com, Inc. due to sluggish AWS growth and an unjustified valuation premium over Alphabet and Microsoft. While Amazon's Q2 top line growth rebounded, AWS continues ...
AWS faces growth and market share challenges as Azure and Google Cloud recently outpaced them in revenue growth. Despite AWS's margin decline and AI innovation concerns, their operating margins remain ...
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The cloud unit is giving customers the AI tools they need. AWS is also aggressively adding capacity. To be sure, Amazon didn't invent cloud computing. However, the company's 2006 launch of Amazon Web ...
Amazon Web Services (AWS) and Microsoft’s dominant hold on the cloud computing market is to come under renewed scrutiny, with the European Commission (EC) set to investigate the pair’s activities ...