For more than a decade, Amazon Web Services has benefited from a powerful assumption shared across the tech industry: cloud ...

Overview: Amazon AWS remains the largest cloud platform, with AI infrastructure driving the future upside.Microsoft offers more stable returns through strong ca ...

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The fact that OpenAI needed $660 billion across five cloud providers to avoid vendor lock-in tells you everything about NVIDIA’s pricing power problem Amazon.com Inc’s (NASDAQ:AMZN) $38 billion OpenAI ...