Amazon/AWS Cloud Infrastructure & Financial Performance

Covers Amazon's earnings results, AWS cloud infrastructure dominance, competitive dynamics with Azure and Google Cloud, custom silicon strategy, and market positioning in cloud and AI infrastructure.

AI's New Industrial Test: Monetizing Compute When Capital Costs Bite

Alphabet and Amazon show growth alone no longer justifies valuations; operating leverage and returns on AI infrastructure decide winners.

By KAPUALabs

/ 2 Aug 2026

Can AWS Maintain Its Cloud Lead as Google Cloud Outpaces in Growth?

With Google Cloud growing faster and capturing more incremental revenue, is AWS's scale advantage under threat?

By KAPUALabs

/ 7 Jun 2026