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”.