AWS's Awesome AI Acceleration: Still Falling Behind

In today's Cloud Wars Minute, I compare AWS’s impressive quarter with the even faster momentum of its competitors. Highlights 00:01 — Wanted to talk today a little bit about the Q1 that AWS just had. I think they revealed an awesome acceleration in Q1, but in a competitive sense, it's still falling behind competitors like Google Cloud, Microsoft, and Oracle. 00:36 — After three years, our AI run rate now for AWS is $20 billion, compared to $58 million for cloud in its early years. Jassy emphasized how aggressively AWS is pushing into AI and highlighted four key reasons behind this acceleration. 02:05 — AWS revenue grew 28% to $37.6 billion, its highest growth in 15 years. However, Google Cloud is growing at 63%, Microsoft at 29%, and Oracle at 44%, with all three showing stronger backlog growth. 02:55 — A couple things can be true at the same time. AWS had a strong quarter and happy customers, but on a competitive basis, it ranks last in growth rate, backlog size, and backlog growth among hyperscalers. 03:52 — AWS remains strong in a massive market with many customers, but compared to competitors, it has the smallest and slowest-growing backlog. Those are the facts on the ground today in the cloud market. Visit Cloud Wars for more.

You can listen to AWS's Awesome AI Acceleration: Still Falling Behind online on Radio and Podcast. Open the player on this page to stream the available audio.

AWS's Awesome AI Acceleration: Still Falling Behind is an episode from Cloud Wars Live with Bob Evans by Bob Evans.

This episode is 00:04:44 long.

This episode was published on May 5, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Cloud Wars Live with Bob Evans when more episodes are available from the podcast feed.