Anurag Rana

speaker

534 appearances 29 recordings 3 series first heard Dec 2025 last heard 6d ago

Anurag Rana’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.

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Bloomberg Tech · Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter · 30 Jul 2026 podcast

And the bigger thing,

The biggest surprise for me was the margins.

I would have expected margins to go down with all these investments that actually went up.

So, you know, kudos to the AWS team.

And we look to hear more about guidance for next quarter.

And, you know, how much longer can these margins hold up?

Yeah, I mean, to be honest, I don't really care that much about the AI net number.

The number of the chips is the one that I find it more exciting because here is the thing.

All these big companies that are spending all this CapEx, a large portion of that CapEx is going to buy GPUs, NVIDIA GPUs.

If Amazon can go and figure out their workloads onto their own chips, it saves them massive amount of money and helps them recognize the big backlog that they have.

without having to give Nvidia that cash flow.

I think that's one of the biggest differentiators between Google, Amazon, and Microsoft is that the first two have their own chips that people are embracing at a fast pace.

Meanwhile, that's not the case with Microsoft.

So the first and foremost, it is the largest public cloud provider.

It has a much longer history of working with enterprises.

So remember when we talk about AI adoption, you think about chat GPT app.

it's primarily hosted on Microsoft Azure, that's a consumer app.

But now you think about AWS and enterprise AI adoption, that's where a lot of large companies around the world would be building their application, or they would be infusing AI into their older applications.

So that's a big difference is the enterprise presence as well as the, and for the Microsoft is on the consumer side.

Microsoft does both, but for Amazon, that's primarily the bread and butter.

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