@StockSavvyShay @Fiscal_ai 40% of github prs already feels like the quiet headline here
Reply to @StockSavvyShay: The t | Hanami
@StockSavvyShay @Fiscal_ai 40% of github prs already feels like the quiet headline here
Reply to @StockSavvyShay: The three largest cloud platforms are now generating a combined ~$440B in annualized revenue:
• $AMZN AWS ~$184B (+39% YoY)
• $MSFT Azure ~$133B (+48% YoY)
• $GOOGL Cloud ~$123B (+103% YoY)
Agentic AI is becoming a massive tailwind of cloud demand as AWS customers deployed twice as many AgentCore agents in Q3 as previous three quarters combined while Bedrock token volume grew ~17x and Google’s model API usage more than quadrupled YoY and AI agents now start over 40% of GitHub pull requests.