Amazon and Cloudflare Positioned to Lead Next Phase of AI Growth After Nvidia's Chip Dominance
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Nvidia led the first phase of AI focused on semiconductor chips, but Amazon and Cloudflare are positioned to lead subsequent phases focused on AI services and infrastructure.
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Amazon is using AI to improve operations and has launched new AI developer services to meet growing demand.
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Cloudflare aims to be a leader in AI inferencing leveraging its fast network and edge computing capabilities.
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Amazon continues strong growth in e-commerce, advertising, and cloud computing with AI expected to boost revenue.
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Cloudflare is growing rapidly across security, edge computing, and other services and views AI as a major future opportunity.