Microsoft’s AI leader keeps a close eye on Amazon’s cloud dominance – Technology

Microsoft’s AI lead is putting Amazon’s cloud dominance on watch as the tech giant closes the gap with its upcoming quarterly reports. The Redmond-based company has been investing heavily in generative AI features powered by OpenAI’s technology, attracting more businesses to its services.

Analysts expect Microsoft to report strong earnings, showcasing the success of its AI strategy and the growth of its Azure cloud-computing service. This could potentially lead to Microsoft overtaking Amazon’s market share in the cloud computing industry.

On the other hand, Google-parent Alphabet is also making strides in AI with its Gemini models, but analysts believe it may take longer for Google Cloud to fully benefit from AI integration. Despite offering AI features within its Workspace productivity apps, Google is not rushing to monetize the technology.

Meanwhile, Amazon is incorporating AI into its AWS platform following a significant investment in OpenAI-competitor Anthropic. Analysts predict that Amazon will catch up to Microsoft’s AI capabilities in the coming years, despite Microsoft’s recent advancements.

Overall, the tech industry is seeing a shift towards AI-driven services, with Microsoft, Google, and Amazon all vying for dominance in the cloud computing market. The upcoming quarterly reports will provide valuable insights into the progress of these tech giants and the impact of AI on their business strategies.