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What force could dethrone AWS after more than a decade of unchallenged dominance?

For years, Amazon Web Services ruled the cloud infrastructure market. It was the default choice without a question for every startup.

Then OpenAI released GPT-4. Microsoft’s exclusive partnership with OpenAI transformed Azure from a second-place player into the obvious choice for AI-first companies. With this week’s earnings, we are seeing the ultimate impact of that strategic decision.