2025-09-07
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. X: @rohanpaul_ai and @dylan522p X: Rohan Paul / @rohanpaul_ai : AWS is betting heavily on its cu...
Loading articles...