Microsoft Azure may have lead in generative AI, but AWS not far behind: Baird
NicolasMcComber
The emergence and acceleration of adoption of generative AI services has created a new battle and competition amongst the cloud service providers, investment firm Baird said on Friday.
While the Baird analysts noted that Microsoft's (NASDAQ:MSFT) Azure is in the lead, due to the company's deal with ChatGPT maker OpenAI, Amazon (NASDAQ:AMZN) and its AWS unit are not far behind. 
"While Azure may have the initial upper hand, leveraging integrations with OpenAI and functionality across the broader Microsoft software suite (productivity and OS), Amazon is likely a fast follower as demonstrated by recent announcements of Bedrock/Titan," the analysts wrote.
Last week, Amazon (AMZN) unveiled a new suite of tools for generative AI, known as Bedrock, which are designed to give customers the ability to use foundation models with their own data to create the model they need at that particular time, without having to invest in servers.
Amazon (AMZN) said Bedrock's serverless experience will give customers the option to use their own data and private customize the foundation models and integrate them into apps using AWS tools.
Bedrock will work with Amazon Titan, the company's own foundation model, as well as those created by stability.ai, AI21Labs and Anthropic.
The analysts added that Google (GOOG) (GOOGL) Cloud is also likely to build on its strengths in both AI and machine learning with its generative AI capabilities that are support its search products.
Seeking Alpha Investing Groups Leader Julian Lin laid out some tidbits for investors to know ahead of Microsoft's (MSFT) earnings next week.
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