Clouded Judgement 1.6.23
Clouded Judgement
JANUARY 6, 2023
Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. If we rewind back the clock to the start of 2022 the big debate was rates. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.
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