I’ve written a lot for a while now, on how Amazon is poised to be a strong big tech beneficiary of the early AI Tech Wave. In particular with its crown jewel Amazon Web Services (aka AWS) Cloud business.
Amazon under CEO Andy Jassy is ramping up its AWS Cloud business, to offer cutting edge AI enterprise services at Scale. As character John Hammond in Jurassic Park (1993), was fond of saying, “We Spared no Expense”.
For context, Amazon AWS, the biggest cloud services company with over a 130 billion in 2025 revenues, and representing over 60% of Amazon’s profits, is in danger of losing the AI Cloud share of its business to #2 Microsoft Azure over the next three years. It’s one of the reasons CEO Andy Jassy has committed to the largest sums, over $200 billion in AI Capex this year, vs its ‘Mag 7’ peers.
This dynamic is important to watch, as the three top Cloud providers, Amazon, Microsoft and of course Google Cloud, form the core foundation of AI applications and…
https://michaelparekh.substack.com/p/ai-amazon-awss-no-expense-spared
