TAI #203: OpenAI, Anthropic, and Wall Street Race to Build the AI Deployment Layer

Also, Google Cloud grows 63%, Azure grows 40%, AWS grows 28%, Big Tech capex keeps climbing, Grok 4.3, Nemotron 3 Nano, & more! What happened this week in AI by Louie This week gave us a split-screen view of the AI economy. Google, Microsoft, and Amazon reported cloud growth numbers that would have looked absurd for businesses of this size a few years ago. Google Cloud grew 63% year over year to $20B, Azure and other cloud services grew 40%, and AWS grew 28% to $37.6B, its fastest growth in 15 quarters.