The Cloudcast Is AWS entering their Hybrid phase?
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Aug 3, 2025 The podcast dives into AWS's challenging transition from hypergrowth to a hybrid phase. It assesses their current standing in the competitive cloud landscape against Azure and GCP. The discussion highlights AWS's struggles with generative AI and missing key innovations like a leading coding assistant. Despite their efforts, growth has plateaued, raising questions about future strategies. The complexities of balancing innovation and stability are explored, making for an insightful analysis of AWS's evolving market dynamics.
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AWS Enters Hybrid Phase
- AWS historically viewed anything outside their cloud as on-premises, not as hybrid cloud.
- Amazon Web Services is now entering a hybrid phase, moving beyond pure cloud dominance.
AWS Growth Plateauing
- AWS's growth has plateaued around 17% over the past 10 quarters, losing ground to Azure and GCP.
- This signals shift from hypergrowth to a more stable but less dominant growth phase.
AWS Missing Generative AI Transformation
- AWS seems to have missed the generative AI transformation so far.
- Their approach treats AI as just another building block rather than a transformative tech.