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....
...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....
...Investors have long debated whether Tesla is an auto company or a tech company. We believe it’s both, but see the biggest value driver from here being software and services revenue....
...Growth at AWS dropped further to 11 per cent in April as customers looked for ways to save money in a difficult economy, the company said on a call with analysts....
...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....
...Alphabet’s chief executive Sundar Pichai said the company had not yet seen significant evidence of this....
...Is this, as one analyst asked, Tesla’s way of signalling that it is a tech company rather than a car company? It seems unlikely....
...At the top of the price range, the company would have a market value of $29.8bn. 3....
...“American companies don’t want to be complicit with an insurrection,” Ms Srinivasan said....
...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....
...Snowflake is also going toe-to-toe with data warehousing services from some of the biggest companies in tech. Amazon’s AWS has Redshift. Microsoft’s Azure has Synapse....
...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....
...AWS is a higher margin business than ecommerce and is expected to grow at a faster pace. Technology companies trade at higher multiples than retail and ecommerce companies....
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