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IMO, if Microsoft and Google are gaining this much, AWS is losing customers and mindshare. I'm not saying they probably won't report growth, but I doubt it's g
by candiddevmike 1y ago
IMO, if Microsoft and Google are gaining this much, AWS is losing customers and mindshare. I'm not saying they probably won't report growth, but I doubt it's going to be the same as MSFT and GOOG.
- overfeed 1y agoAlternatively, with so much money being poured into "AI", the size of the entire cloud pie is growing. Everyone and their uncle are deploying AI, but no one does on-prem anymore - all that money has to go somewhere.