In years past AWS (Amazon) was the leading cloud platform from a Revenue standpoint followed by Azure (Microsoft) with GCP (Google) in the third position. All three companies offer broadly-defined “AI” capability, in particular Machine Learning, which customers such as Netflix (an AWS customer), use to track and predict user behavior. When it comes to Generative AI however, only one company builds its own technology stack (GCP), while Microsoft outsources its Generative AI effort. The Revenue leader – AWS – is a Generative AI laggard.

• Google (GOOGL) is the Generative AI leader in my view, given it builds proprietary large language models (LLMs) which underpin its Generative AI Studio. Google is not reliant on a third party to deliver a Generative AI kernel.
• Conversely, Microsoft (MSFT) essentially outsources its Generative AI effort to OpenAI.
• AWS is late to the Generative AI game, but has an offering called Bedrock which leverages AWS technology and third party technology.
• Read more about the Generative AI offerings from GCP, Azure and AWS HERE.

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