Their infrastructure is a commodity at best and their networking performance woes continue. Bedrock was a great idea poorly executed. Performance there is also a big problem. They have the Anthropic models which are good, but in our experience one is better off just using Anthropic directly. On the managed services front there’s no direction or clear plan. They seem to have just slapped “Q” on a bunch of random stuff as part of some disjointed panicked plan to have GenAI products. Each “Q” product is woefully behind other offerings in the market. Custom ML chips were agin a good idea poorly executed, failing to fully recognize that chips without an ecosystem (CUDA) does not make a successful go to market strategy.
I remain a general fan of AWS for basic infrastructure, but they’re so far behind on this GenAI stuff that one has to scratch your head at how they messed this up so badly. They also don’t have solid recognized leaders or talent in the space and it shows. AWS still generally doing well but recent financial results have shown chinks in the armor. Without a rapid turnaround it’s unlikely they’ll be the number one cloud provider for much longer.