AWS and Azure

seekingalpha.com/article/4313893-aws-and-azure-racing-for-best-business-opportunity-of-21st-century

Summary

  • AWS just wrapped up its annual user conference, launching 28 new products at the conference.
  • Cloud platforms are evolving from a focus on commoditized IT infrastructure compute instances to offering an incredibly wide range of services.
  • Every company must utilize the cloud to access the leading technologies.  AWS and Azure are clearly in the leadership positions.
  • Thoughts on valuation in the context of what AWS CEO Andy Jassy calls the “most titanic shift that we’ve seen in technology in our lifetime”.

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