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    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
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Amazon

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Amazon Overview


Company Snapshot

  • Cloud Revenue (as of 12/31/2024):$28.8B
  • Cloud Services:PaaS,IaaS
  • CEO:Andy Jassy
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AI and Copilots

AWS Report Finds GenAI Overtaking Security Spending

AWS’s 2025 Generative AI Adoption Index reveals a major shift: 45% of IT leaders now prioritize GenAI tools over cybersecurity, reflecting a transformative pivot in tech strategy and C-suite leadership.
Cloud

Pipeline Wars! Oracle Trounces Microsoft, AWS on Cloud Backlog Growth

Despite Microsoft's dominance in current cloud revenue, Oracle’s 63% RPO growth signals a potential reshaping of the Cloud Wars power dynamic.
Cloud Wars Minute

RPO/Backlog Wars!

Oracle, Microsoft, AWS, and Google reveal surprising shifts in cloud leadership through RPO and backlog growth figures.
Cloud

Data Center 'Bust' Is Giant Hallucination: Oracle, Google Cloud Accelerate while AWS, Microsoft Roll On

Despite media hype, hyperscalers like AWS, Google Cloud, Oracle, and Microsoft are massively investing in AI and cloud infrastructure, not scaling back.
Cloud Wars Minute

Data Center-Palooza, Oracle, Google Accelerate; AWS and Microsoft Steady

The AI-driven cloud boom continues as Oracle, Google Cloud, AWS, and Microsoft expand infrastructure aggressively, countering reports of slowdown.
Cloud Wars Minute

AWS Adds Meta’s Llama 4 Models to SageMaker: Multimodal AI and 10M Token Context Windows

AWS is accelerating AI access by integrating Meta’s powerful Llama 4 models — featuring multimodal capabilities and 10M token context windows — into SageMaker JumpStart.
Cloud

Oracle Dominates Competitors in Cloud-Region Buildout; Microsoft #2, Google Cloud #3, AWS #4

Oracle hits 101 cloud regions—more than Microsoft, Google, and AWS combined.
Cloud Wars Minute

Oracle Has Biggest Cloud-Region Network: Microsoft #2, Google #3, AWS #4

Oracle is rapidly expanding its global network of small, full-capability cloud regions — outpacing competitors and betting on a unique strategy to lead the future of AI and cloud infrastructure.
Cloud Wars Minute

Hottest Cloud Vendors

The latest Cloud Wars rankings show how hyperscalers and application vendors are managing growth and adapting to changing market dynamics.
AI and Copilots

AWS Blows Past Microsoft and Google in CapEx Spending in Bid for AI Leadership

CEO Andy Jassy aims to lead the AI revolution, believing it's the biggest opportunity since the internet -- and he's backing that up with a $100 billion investment.
Cloud Wars Minute

AWS Blows Past Microsoft and Google CapEx, Plans $100B in 2025

AWS plans to outspend Microsoft and Google on AI infrastructure, with a massive $100 billion investment in 2025.
AI and Copilots

AWS Provides Cloud Infrastructure, AI to Power Next-Generation Automotive Tech

Expanded partnership with Software Defined Vehicle leader HERE provides cloud infrastructure, AI to accelerate development of SDV technology.
Cloud Wars Minute

IBM and AWS Expand Partnership to Boost Responsible AI

IBM and AWS have announced major developments in their partnership to enable responsible AI adoption, focusing on security, governance, and transparency.
Cloud

Oracle Cloud Database Q2 Revenue Surges, Powered by Breakthrough Deals with Microsoft, Google Cloud, AWS

Oracle's cloud database growth is surging as it partners with Microsoft, Google, and AWS, offering faster, more affordable migrations and AI-powered solutions.
Cloud Wars Minute

Oracle's Top Rivals Help Boost Database Revenue 28% to $550M

Oracle's cloud database services saw a 28% revenue increase, driven by partnerships with rivals Microsoft, Google Cloud, and AWS, as demand for AI-integrated solutions and flexible cloud options grows.
Cloud Wars Minute

AWS, Philips Expand AI Partnership for Healthcare

Philips and AWS aim to extend Philips' HealthSuite services backed by AWS' cloud and GenAI capabilities.
Cloud Wars Minute

With GenAI Partner Innovation Alliance, AWS Accelerates Business Transformations

AWS has launched the Generative AI Partner Innovation Alliance to expand its GenAI Innovation Center, connecting customers with AI/ML experts and top consulting firms to accelerate AI-driven transformations.
Cloud Wars Minute

Snowflake + AWS Boom: $3.9B Booked in Past 12 Months, + 68%

Snowflake's Q3 performance shows strong growth, driven by its partnership with AWS and leadership under CEO Sridhar Ramaswamy.
AI and Copilots

IBM, Salesforce, and AWS Agent Collaboration Is Slashing Data-Egress Fees

IBM’s deep expertise, combined with partrnerships that leverage Salesforce and AWS technologies, is transforming businesses by bringing analytics and AI to customers' data.
Cloud Wars Minute

IBM watsonx + AWS + Salesforce = Data Innovation

IBM is innovating in data management by partnering with AWS and Salesforce to eliminate silos and enable real-time access.
AI and Copilots

Salesforce and Oracle Market Caps Soar as Cloud Wars Top 10 Valuation Blows Past $9 Trillion

Over the past seven weeks, the Cloud Wars Cloud & AI Confidence Index has climbed by $480 billion to $9.22 trillion, reflecting strong investor optimism in cloud and AI technologies.
AI and Copilots

Oracle, Salesforce Market Caps Soar; Cloud/AI Confidence Index Hits $9.22 Trillion

The Cloud and AI Confidence Index tracks the combined market caps of the Cloud Wars Top 10 companies, which recently topped $9 trillion.
Innovation & Leadership

Cloud Wars CEO of the Year: Selecting the #1 Leader Driving Innovation, Customer Outcomes

A company-by-company breakdown of Cloud Wars CEO of the Year candidates, their strengths, and their companies’ latest wins.
Innovation & Leadership

Google Cloud Again #1 Hottest Major Cloud Vendor; SAP #2, ServiceNow #3

Google Cloud tops the Cloud Wars Growth Chart with a 35% Q3 growth rate, showcasing rapid acceleration driven by AI innovation
Cloud Wars Minute

Google Cloud, #1 Hottest Vendor; #2 SAP, #3 ServiceNow

Google Cloud leads the Cloud Wars Growth Chart with an impressive 35% growth rate in Q3, surpassing all other major cloud vendors.
AI and Copilots

Amazon CEO Jassy Makes Bizarre Claim About Crushing Microsoft, Google on GenAI Innovation

Amazon CEO Andy Jassy claims AWS has outpaced Microsoft and Google in GenAI innovation, undermining customer trust.
AI and Copilots

Andy Jassy Hallucinates: Claims AWS Crushing Microsoft, Google in GenAI Innovation

Amazon CEO Andy Jassy makes bold claims about AWS's AI and cloud dominance, doing a disservice to AWS and its customers.
Innovation & Leadership

Google Cloud Q3 Haymaker: Punches Microsoft, AWS Far Above its Weight

Google Cloud, though much smaller than AWS and Microsoft, led Q3 in new customer growth, reflecting a shift in market dynamics.
Cloud Wars Minute

Google Cloud Surge: Snatches Huge Chunk of Q3 Cloud Revenue

As Google Cloud gains traction, its Q3 growth rate signals a shift in the cloud market hierarchy.
AI and Copilots

In AI Era, Disruptors Google Cloud and Oracle Racing by Microsoft and AWS

A review of revenue totals and growth rates of major cloud providers shows taht smaller but fast-growing competitors Googel Cloud and Oracle are outpacing the giants.
Cloud Wars Minute

As 'AI Cloud' Emerges, Google Cloud and Oracle Leapfrog Microsoft and AWS as Leaders

Growth rates among the Cloud Wars Top 10 show Google Cloud and Oracle asserting leadership on the strength of customer demand for their "AI Cloud" technology.
Innovation & Leadership

Cloud Wars CEO of the Year for 2024: AWS, Google, IBM, Microsoft, Oracle, or ???

The 2024 Cloud Wars CEO of the Year will honor a visionary leader driving transformative growth and innovation in the cloud industry.
Cloud Wars Minute

Cloud Wars CEO of the Year: Who Will It Be?

A look at five cloud CEOs reveals their leadership and strategic successes as they are considered for the 2024 CEO of the Year award.
Cloud Wars Minute

Larry Ellison: Another Multi-Cloud Miracle??

A recent keynote revealed Larry Ellison's vision for an applications cloud similar to the multi-cloud infrastructure deals that he drove.
AI and Copilots

As Multi-Cloud Takes Hold, Hyperscalers Jockey to Deliver Best Oracle Services

Oracle's ground-breaking moves to embrace competitors in multi-cloud partnerships is paying new dividends as those competitors push out new services optimized for Oracle customers.
Cloud Wars Minute

Big UK Push by AWS Expected to Generate Tens of Billions in Economic Impact

AWS says it will create 14,000 new jobs over five years and nearly $20 billion in GDP impact in the coming years.
Cloud Wars Minute

AI Agents, Multi-Cloud Partnerships Highlighted Oracle CloudWorld 24

Recapping last week's Oracle CloudWorld, AI agents for Fusion apps and an AWS multi-cloud partrnership were among the top developments.
AI and Copilots

Oracle Targets $104 Billion Revenue for 2029: Here's Larry Ellison's Roadmap

Oracle is capitalizing on its booming cloud infrastructure and strategic multicloud deals to drive substantial revenue growth and innovation across its portfolio.
AI and Copilots

On Location at Oracle CloudWorld: Oracle Unveils GenAI Agents and Expands Multi-Cloud Integration with AWS

Oracle CloudWorld featured new generative AI agents in Fusion Applications and expanded multicloud capabilities with AWS.
Cloud Wars Minute

On Location at Oracle CloudWorld: Customers Tout AI and Multi-Cloud Benefits in Catz, Ellison Keynotes

CloudWorld keynotes from CEO Safra Catz and Chairman Larry Ellison put a sharp focus on multi-cloud customer benefits, AI opportunities, and the "effective contrarian" approach that has defined Ellison's career.
Cloud Wars Minute

Larry Ellison: New AI Data Centers with 3 Nuclear Reactors!

Larry Ellison announced plans for Oracle's new gigawatt-plus data center, powered by modular nuclear reactors, showcasing his bold vision and Oracle's continued innovation in the cloud industry.
Cloud Wars Minute

On Location at Oracle CloudWorld: AWS Deal Vaults Ellison's Multi-Cloud Vision to New Heights

Oracle CloudWorld kicked off with a long-anticipated partnership with AWS that underscores Oracle's multi-cloud leadership, changing the game for customers and tech industry competition.
Cybersecurity

HYCU Delivers Data Protection to Millions of Microsoft Entra ID Access Management Users

If Identity and Access Management (IAM) software goes down, business continuity takes a big hit. HYCU is addressing the problem for customers of Microsoft and other IAM platforms.
AI/AI Index Weekly Report

AI Ecosystem: Big Tech Companies Acqui-Hire Startups; Glean Raises $250M; Google AI Solves Complex Math Problems

AI Ecosystem Ep 54: Big tech companies are acqui-hiring GenAI startups to gain both their tech and talent; Glean secures funding for AI search for enterprises; Google AI models are the first to solve highly complex math problems.
Cloud

Amazon GenAI Slashes $260 Million in Costs, Saves 4,500 'Years'

Amazon's GenAI assistant, Q, has not only showcased its advanced capabilities but also delivered remarkable financial and operational benefits.
Cloud Wars Minute

Amazon GenAI Shocker: Saves $260M + 4,500 'Years,' Migrating 30,000 Apps in Months

Amazon's use of generative AI is saving hundreds of millions in costs and thousands of year of developer time, enabling its teams to focus on higher-value tasks.
AI and Copilots

AI Revolution's Stunning Cost: Microsoft, Amazon, Google, Oracle Investing $225 Billion over 12 Months

The escalating costs of powering AI advancements have pushed Microsoft, Google, Amazon, and Oracle to invest massively in cloud infrastructure.
Cloud Wars Minute

AI Hyperinflation: 4 Hyperscalers to Spend $225B on CapEx in 12 Months

Major tech companies are investing heavily in cloud and AI infrastructure, facing the challenge of driving innovation without raising costs for customers in an uncertain economic environment.
Cloud

Cloud Q2 Review: Google Soars and Amazon Roars but Microsoft Snores

AWS and Google Cloud thrived in Q2, whereas Microsoft's growth slowdown and CEO Nadella's failure to discuss security woes raise big concerns.
Cloud Wars Minute

Q2 Cloud Review: Google Cloud Soars, AWS Roars, but Microsoft Snores

A review of Q2 performance shows strong growth for AWS and Google Cloud but a disappointing performance from Microsoft, along with concerns about security.

Featured Content

Cloud Reporting

AWS Cloud Wars Top 10 Report

Recent Articles


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Founded in 2006, Amazon Web Services was created as parent company Amazon learned that the massive IT infrastructure it required around holidays and other peak shopping times was vastly underutilized for most of the year. So AWS was formed to offer that untapped compute, storage and networking expertise and capability to other companies. Definitely the category creator and reigning king in public-cloud infrastructure, AWS has built a vast range of cloud-computing services all across the infrastructure and platform categories. Its early successes, its relentless commitment to ongoing innovation, its long-held practice of regularly lowering prices, and its parent company’s worldwide renown have all combined to make AWS one of the world’s best-known and most-successful cloud-computing companies. It debuted at #1 on the Cloud Wars Top 10, but was pushed out of that top spot a couple of years ago by Microsoft. AWS has been #2 on the Cloud Wars Top 10 for the past two years.

Amazon’s cloud services

Unlike #1 Microsoft, Amazon does not participate in all 3 layers of the cloud. While it is extremely strong in IaaS and PaaS, it has chosen not to play in the SaaS layer. In IaaS and PaaS, AWS has a large and hugely popular array of services including analytics, application integration, AR and VR, blockchain, compute, containers, database, developer tools, IoT, ML, migration and transfer, networking & content delivery, quantum technologies, robotics, storage, and the interconnected trio of security, identity, and compliance.

Why Amazon has earned a spot in the Cloud Wars Top 10

Amazon has become one of the world’s top cloud-computing companies primarily on the strength of its own ongoing excellent performance but also because it helped create the overall category and has been a tireless evangelist for the innovative power of the cloud. AWS generated revenue of $35 billion in calendar 2019 and will no doubt remain a cloud-computing powerhouse for many years to come.
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