AMZN being the scumbag that it is
The gloves are off...new AWS blog talks about SDV and teams with our closest competitor Wind River...this is typical AMZN playbook, where they partner to enter a new market, then go team up with the nearest competitor to establish their dominance...may not work this time because Azure is better positioned in the Auto / industrial automation space...Also WIND has less than 20% of the market...
We want this fight...this will prove the value of QNX, and how hyperscalars are not really important in this fight...AMZN has no clue of the edge and things outside the cloud (which is guts of the auto and the 4 walls of a factory floor)
I see only good things emerge this year for BB...Don't let weird marketing messages from the hyperscalars pollute your investing strategy...looking at the SDV team at AMZN, they appear to be a bunch of techies that know what compute and storage is on the cloud, nothing else...