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← @rihardjarc

$AMZN

BULLISH2026-05-28
Price around the call
↑ 2026-05-28
By horizon✗ miss-10.9%
1d
✗ -3.7%
5d
✗ -6.6%
21d
✗ -10.9%
Original post
Rihard Jarc · 2026-05-28

Interview with a Former $AMZN AWS employee and AI enterprise integrator explaining how dominant hyperscalers $AMZN, $GOOGL and $MSFT are in AI production workloads: 1. According to him, because of compliance, security, and a long-term view, all enterprises start with the primary cloud as a pattern of AI adoption. Even the clients that start with open-source end up moving into the hyperscaler world. He is observing the trend that enterprises build AI on top of the hyperscaler layer. 2. According to him, any production-level thinking for customers or its roadmap for the next five years typically is knitted to the hyperscalers, unless it's a startup. 3. For what he has had experience when it comes to AI model consumption, customers in the majority go via hyperscaler native AI platforms

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