The $2T Cloud Market: AWS, Azure, Google Cloud and the AI Layer Battle
Cloud computing reached $2T annual spend. AWS leads at 31%, Azure 25%, Google Cloud 11%. AI workloads favor Azure (OpenAI) and Google (TPUs). Multi-cloud adoption increasing. The real battle: who wins the AI cloud layer for training, fine-tuning, and serving models. Cloudflare's serverless-at-edge approach is the wildcard.
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