Google Finds a Crack in Amazon’s Cloud Dominance

Earlier this year, when The Browser Company was looking for a cloud provider to power the artificial intelligence features in a web browser it was developing, the startup’s leaders asked Amazon Web Services if it could handle the work.

Winning this business was important to AWS. The Browser Company projected it would eventually spend tens of millions of dollars a year on cloud services to run the AI features for the browser, Dia, which could make it one of the top customers of Bedrock, an AWS service for developing AI applications, said a person who was involved in the discussion. And AWS was already powering the other parts of Dia.