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In today’s Cloud Wars Minute, I explore AWS’s significant progress in AI, particularly when it comes to its Bedrock service.
Highlights
00:15 — AWS has long been a cloud computing leader. As things have changed, AWS’s growth rate has been much slower than those of its major competitors, including Microsoft, as well as Google Cloud. We saw a little bit of an AI surprise from AWS in Q1. Andy Jassy, CEO, said it already has tens of thousands of customers for its Bedrock AI managed service.
01:09 — That’s a service that helps developers use a wide range of foundational models to create GenAI apps. If he had said on that earnings call two months ago that AWS has thousands of Bedrock customers, that would have been very good news. The fact that he’s saying tens of thousands could mean 10,000, 19,000, or 38,000. It’s a big number.
02:07 — I think that’s an extraordinary achievement. It shows that Amazon is making strides to break out of being a little bit of a one-trick pony in the cloud, which is infrastructure — it’s definitely the leader in cloud infrastructure — but it’s trying to break out and adapt and get into the software side of things as well.
Ask Cloud Wars AI Agent about this analysis
03:12 — So there are a couple of things that are particularly important about this. One is there’s so much opportunity in this enormous market for GenAI. We see companies coming at it from lots of different directions. I think this is very healthy to see AWS is finding a lot of success with Bedrock. It reflects strong customer demand.
04:01 — It was interesting, too, that as part of this overall discussion, Jassy took a pretty open swipe at Microsoft. While he didn’t identify Microsoft by name, he did say that when it comes to security and the building of these models and using data and creating these applications, you need to have world-class security.
