AWS in 2026: The Year of Proving They Still Know How to Operate
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AWS remains financially strong with $132B annual revenue and 29% market share, but faces challenges in operational excellence and talent retention. While Azure's growth numbers are questionable due to unclear financial reporting, Google Cloud emerges as the real competitive threat with clean 34% growth and $155B backlog. AWS's
Table of contents
Position One: Stop Taking Azure's Growth Numbers at Face ValuePosition Two: Google Cloud Is the Actual Competitive StoryPosition Three: re:Invent 2025 Was AWS Admitting RealityPosition Four: The AI Gap Is Real but OverstatedPosition Five: The Talent Hemorrhage Is the Real RiskPosition Six: 2026 Is About Execution, Not StrategyWhat I'm WatchingMy Overall TakeSort: