Amazon finds itself in the unusual position of playing catch-up in AI::While Amazon has been a cloud market leader since day one, it finds itself suddenly in the position of chasing Microsoft in generative AI.
Amazon finds itself in the unusual position of playing catch-up in AI::While Amazon has been a cloud market leader since day one, it finds itself suddenly in the position of chasing Microsoft in generative AI.
This is the best summary I could come up with:
Once again, there wasn’t a huge amount of news coming out of the massive customer event; the biggest announcements were related to AI, of course.
But the real story could be that Amazon has found itself in the uncomfortable position of chasing Microsoft when it comes to AI.
The rivalry became clear when Amazon CEO Adam Selipsky took some not-so-subtle cheap shots at AWS’ cloud rival during the main keynote on Tuesday.
And the generative AI landscape is still so nascent, and the market is shifting so quickly, that the perception among investors and some in the media, that Microsoft is ahead, could be moot in 12 or 18 months.
It helps developers connect a generative AI layer to enterprise software and was being billed by some at the event as Amazon’s answer to Microsoft Copilot.
That has put it in a good position to take advantage of the generative AI wave companies have been riding this year.
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