The pressing question for any serious investor looking at long-term returns is this: Between Amazon Web Services (AWS) and Microsoft Azure, who has the structural advantage? We’re talking about the moat,

In its draft IPO papers, Meesho disclosed that it was involved in arbitration proceedings with AWS in relation to invoices raised by them against services provided, which Meesho alleges were deficient.

Nebius Group N.V. NBIS and Amazon.com, Inc. AMZN are major players in the rapidly expanding AI cloud infrastructure market. Amazon, through its Amazon Web Services (“AWS”) division, remains the industry’s most diversified and cash-generating cloud powerhouse.

‘If their business is scaling as a result of tariffs, if they’re a U.S.-based based company and their production cycles are going to ramp up—they’re able to scale up or scale down rapidly in the cloud without big time delays. Like when trying to ...