Amazon and Cloudflare Poised to Lead Next Phase of AI Growth
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Nvidia led the first phase of AI focused on semiconductor chips, but Amazon and Cloudflare will lead subsequent phases focused on cloud services and inferencing.
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Amazon is using AI to optimize inventory and delivery routes, and recently launched new AI products like Bedrock and Amazon Q.
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Cloudflare's network capabilities position it to be a leader in AI inferencing and edge computing. It offers AI services through Workers.
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Amazon's revenue is expected to grow 11% annually over the next 5 years thanks to momentum in e-commerce, advertising, and cloud.
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Cloudflare's revenue is forecasted to grow 20%+ annually through 2030 due to opportunities in edge computing, zero-trust networking, and monetizing AI.