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.

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.

Source: TechMeme
Source Link: http://www.techmeme.com/250907/p8#a250907p8