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How AWS Interconnect embraces rival clouds while extending AWS's grip on enterprise networking, security, and data orchestration.
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Amazon's $496B backlog signals demand, but $220B capex and negative FCF make returns unproven.
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As inference prices collapse, durable value moves to the orchestration layer—and AWS is leading that shift.
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With demand shifting from training to inference and open-weight rivals rising, Amazon's answer will shape its next decade.
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Why Azure's monetization signals and capital discipline reshape the hyperscaler investment case for Amazon
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Azure's $100B run rate and Google Cloud's 82% growth show AI infrastructure converting into durable cloud earnings.
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Why the retailer's multi-front AI push risks building a brittle infrastructure without common standards.
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The scramble to deploy AI without common standards echoes historical infrastructure failures across communications networks.
