7 September 2025

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.

Posted from: this blog via Microsoft Power Automate.

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