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AI cloud wars: exclusivity is fading, capex is not

Reddit r/investing·u/alphapod-Ai·about 1 month ago
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VentureBeat says AWS adding OpenAI models to Bedrock shows cloud AI is moving from exclusivity to model distribution. Today’s earnings fit that: AWS grew 28% to $37.6B, Azure and other cloud services grew about 40%, and Google Cloud grew 63% to $20B ,…

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