ARCHITECHT Daily: AWS is not done growing, by a long shot

Yesterday, GeekWire highlighted a chart produced by CB Insights about all the hiring Amazon is doing
ARCHITECHT
ARCHITECHT Daily: AWS is not done growing, by a long shot
By ARCHITECHT • Issue #62 • View online
Yesterday, GeekWire highlighted a chart produced by CB Insights about all the hiring Amazon is doing right now. Remarkably, nearly a third of all open listings—more than 5,600—were for Amazon Web Services. (When I looked on the Amazon site this morning, the number was a mere 5,353.) That’s a far larger number than for any other Amazon division.
A couple of things:
  1. That’s a big percentage for a unit that contributed less than 10 percent to the company’s total revenue in 2016. Google, by comparison, appears to have less than 200 cloud jobs listed on its careers page. Microsoft only lists the top 500 results on its careers page.
  2. This makes the AI-jobs report I linked to last week seem like it’s probably accurate in terms of what Amazon is hiring. In fact, a quick search for “artificial intelligence” on the Amazon site now turns up 173 positions.
Assuming actually intends on filling all those 5,000-plus AWS positions, the writing on the wall is that it expects cloud to be a huge-growth business (which is what everyone else expects, too) and that wants to give rivals Microsoft and Google as little breathing room as possible. It won’t be able to snuff them out completely—as I explained in March, there are good reasons to like the chances of both Microsoft Azure and Google Cloud going forward—but blanketing the world with sales, support and new services could be an effective mitigation strategy.
Even if it didn’t have competition, it’s also worth remembering that AWS was responsible for the majority of Amazon’s total operating income in 2016. You can understand why Amazon might want to throw fuel on the fire to keep it growing as the company continues fighting lower-margin battles elsewhere to expand its footprint.

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ARCHITECHT delivers the most interesting news and information about the business impacts of cloud computing, artificial intelligence, and other trends reshaping enterprise IT. Curated by Derrick Harris.

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