Amazon Web Services is now the top dog among cloud providers for AI, Davidson analysts Gil Luria and Alex Platt say in a research note. Amazon.com has taken several steps to get products and features in line with those of its hyperscaler peers in AI, especially Microsoft Azure, they say. The Amazon cloud division now has a broad set of product offerings for generative AI-specific workloads, and sees strong adoption of AI features like Amazon Q or Bedrock, the analysts say. In 3Q, AWS took in almost twice as many total dollars quarter-to-quarter as Azure, with growth accelerating to 19%, they say.