Research
FORUM TRANSCRIPT

AWS – AI & Machine Learning Market Positioning & Growth Opportunity

  • Public Equity
  • Consumer
  • North America
PREMIUM

Specialist

Former executive at Amazon Web Services Inc (AWS)

Agenda

  • Update on AWS’s (NASDAQ: AMZN) full stack of AI and machine learning offerings, noting positioning as a market leader and competitive dynamics vs Microsoft Azure (NASDAQ: MSFT), Google Cloud Platform (NASDAQ: GOOGL) and others
  • Compute power as a market growth barrier and AWS Graviton as a key differentiator
  • Enterprise customer penetration and strategic positioning to leverage AI and machine learning offerings
  • Impact of generative AI on the market, AWS’s positioning, collaboration with Hugging Face and competition with OpenAI
  • Industry trends, innovation outlook and macroeconomic impact on customer spending habits

Questions

For access to this and thousands of other Transcripts, request a free trial

Request A Demo