Amazon Web Services – Cloud Leadership, AI/ML Opportunities & Cultural Risks – 14 October 2021

  • Public Equity
  • TMT
  • North America


Former executive at Amazon Web Services Inc (AWS)


  • AWS (Amazon Web Services) (NASDAQ: AMZN) and its solutions, focusing on moving up the stack and providing analytics, AI and machine learning offerings in the cloud
  • Evolving competitive dynamics for AWS, highlighting Microsoft Azure (NASDAQ: MSFT) and Google Cloud Platform (NASDAQ: GOOGL), plus smaller category players such as IBM (NYSE: IBM) and Oracle (NYSE: ORCL)
  • Risks related to AWS, highlighting management, culture and employee morale and retention


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