AWS – AI & Machine Learning Market Positioning & Growth Opportunity

  • Public Equity
  • Consumer
  • North America


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


Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited