What we learned about the hyperscalers from earnings season – SiliconANGLE

Recently Amazon.com Inc., Google owner Alphabet Inc. and Microsoft Corp. reported earnings within roughly 24 hours of each other, and this earnings season told us more about long-term artificial intelligence strategy than any keynote or press release this year. Beneath the headlines lie three very different strategies.

Here’s what I took away: Amazon will be the long-term winner because its open, platform-first approach gives customers the broadest choice of models and silicon, and it’s showing that size doesn’t limit scale. Microsoft is a solid second, protected less by strategy than by the customers it already has locked in. And Google will be a distant third, with impressive technology built on a fragile business foundation and a closed, Gemini-first strategy that runs counter to where enterprises are heading.

Lesson one: AWS proved scale isn’t a speed limit

The most remarkable part of the earnings season was that Amazon’s Amazon Web Services business has found a way…