Former executive at Amazon Web Services Inc (AWS)
- 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
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