The integration of data and AI offerings at AWS and Azure, however, raises important questions about how they will scale their partnerships with players like Snowflake And Data bricksGupta said: “These companies, once at the heart of data unification efforts, now face increasing competition from the two cloud giants’ integrated offerings. »
While many technology vendors appear to be converging on the same unification strategy, Constellation’s Henschen said AWS has a leg up on Google, Microsoft, Databricks and others. Fabric from Microsoft and Google’s BigQuery have similar AI model development capabilities, he said, but they don’t yet have the built-in generative AI development capabilities of SageMaker.
On the other hand, Jason Andersen of Moor Insights and Strategy sees AWS’s intentions with SageMaker differently. Although at a high level the new version of SageMaker may resemble Fabric, AWS intends to provide a consistent experience for the entire data lifecycle, from data development to data development. model, he said, comparable to a development platform offering tools to manage the entire data lifecycle. software development lifecycle.
