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

The other thing is they're also the key or the preferred cloud provider for Anthropic.

And we have seen a massive boost in Anthropic's use for coding agents.

And I think that's also helping AWS in that case.

And then if you think, you know, the future of AI is enterprise adoption, you know, Amazon has a lot of data.

It has a lot of services.

So it's right in the middle of this entire, I would say, AI diffusion within companies.

No,

agree with that.

In fact, that's what I was trying to figure out.

Can I find any mistakes over here?

But we don't.

And in fact, which is why I said, you know, when you think of enterprise adoption and AI, you really cannot think of anybody better than AWS because of given that how much of world applications they house already, you know, within their ecosystem.

So the big question now is how much they have to spend on

for the next 12 months to get this kind of rate going.

We saw the AWS growth rate jump to 37%.

In the next quarter, is it going to be faster than that?

Or do we see some moderation in that?

So now we are really getting into, to be honest, 50 basis points here or 100 basis points here.

You're nitpicking at this point, frankly.

So the way we think about it is the pie is growing at such a fast pace, they will all make money.

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