Hints and tips:
...He has hinted Dojo could be opened up to other companies as a service, similar to how Amazon rents out its vast server infrastructure as AWS....
...Regulatory approval for full-self-driving will reveal the similarities between Tesla and AWS, Amazon’s cloud-computing cash cow, he said, later adding that we should “think of [Tesla’s fleet] as a combination...
...Amazon — up 53 per cent this year — also benefits from the AI story on its AWS cloud computing business (around a third of the company) but is defending its core online shopping business from an antitrust...
...Amazon added an extra year to the lifespan of servers used by its cloud business AWS....
...The same forces that have driven AWS to reach 70% of AMZN total EBIT can work at Tesla, in our view, opening up new addressable markets that extend well beyond selling vehicles at a fixed price....
...AWS, its cloud computing division, has slowed sharply from the 37 per cent revenue growth seen at the start of last year....
...At Amazon, the AWS cloud division accounted for all of the operating income it made in the first three quarters of 2022. Storms pass. Clouds are always with us....
...Yesterday I went to the earnings conference of a power management supplier whose customers include Meta, AWS and Google as well as all the major PC brands....
...That compares to $62bn pulled in by Amazon’s AWS business and the $60bn Microsoft made from its intelligent cloud division. Microsoft bought a number of smaller cyber security companies last year....
...Revenue growth is higher than Amazon’s AWS and Microsoft’s cloud services — though all three companies define their service sales differently....
...A version of this article was first published by Nikkei Asia on January 3 2022. ©2022 Nikkei Inc....
...AWS and Microsoft got to this idea first, with services known, respectively, as Outposts and Azure Stack....
...Earnings Bumble Inc is expected to show a rise in fourth-quarter revenue, driven by strong growth in paying users for its dating apps....
...While still trailing Amazon’s cloud offering, AWS, analysts see Microsoft’s relationships with businesses, such as those using services such as Office 365, as providing ample opportunity to acquire more...
...Microblogging site Tumblr hired a “fashion evangelist” in 2012 — the same year Jeff Barr became “chief evangelist” of Amazon’s AWS....
...AWS said it could now offer 40 per cent better price-performance compared to services running on Intel-based equipment....
...The letter said that AWS had been in touch with the controversial forum for “several weeks”, bringing to its attention 98 instances of posts that “clearly encourage and incite violence”....
...The AWS outage, which Amazon later said was caused by a minor configuration change, affected thousands of apps and sites that rely on the cloud computing platform, including Adobe and the Washington Post...
...A version of this article was first published by Nikkei Asia on June 15 2021. ©2021 Nikkei Inc. All rights reserved....
...But Snowflake boasts relationships with all three big US cloud vendors: Amazon’s AWS, Microsoft's Azure and Google Cloud Platform....
...Amazon’s AWS has Redshift. Microsoft’s Azure has Synapse. These big hitters have caused problems for cloud companies before....
...Unlike Amazon, Wayfair does not have a highly profitable AWS cloud business to subsidise its losses. Rather than bid up the stock, investors should short it instead. They will have plenty of company....
...The only way to catch a train is to miss the one before, wrote GK Chesterton. Alstom also appears to believe in second chances....
...The business generated sales of $2.6bn for the past quarter — about a quarter the size of Amazon’s AWS....
...As an independent company, AWS would stir less fear among potential customers, said Dave Bartoletti, an analyst at Forrester Research....
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