Back to top

Image: Bigstock

Amazon (AMZN) Boosts Cloud Offerings With EC2 Trn1 Instances

Read MoreHide Full Article

Amazon (AMZN - Free Report) is making every effort to strengthen its presence in the booming cloud market on the back of its portfolio strength.

The company’s cloud division, Amazon Web Services (“AWS”), made its new purpose-built Amazon Elastic Compute Cloud (Amazon EC2) instances — Trn1 — generally available in a bid to strengthen its compute offerings. This testifies to the aforesaid fact.

Notably, Trn1 instances are backed by AWS-designed Trainium chips and built on the AWS Nitro System. These instances offer quick machine learning model training on AWS and feature up to 16 Trainium accelerators that are designed for deploying deep learning models.

In comparison with GPU-based P4d instances, Trn1 instances offer 50% cost-to-train savings.

We note that the latest move bodes well for the company’s strong efforts toward bolstering its EC2 instances offerings.

Amazon.com, Inc. Price and Consensus

 

Amazon.com, Inc. Price and Consensus

Amazon.com, Inc. price-consensus-chart | Amazon.com, Inc. Quote

Customer Base to Expand

We believe that the latest move will help AWS gain strong momentum among customers in this data-driven world.

Customers like PyTorch, Helixon, Magic and Money Forward have already shown interest in Amazon EC2 Trn1 instances.

We believe that strengthening clientele will continue to drive AWS's top line.

Apart from customer interest in the new service, AWS was picked by Pick n Pay, the strategic cloud provider. Pick n Pay leverages AWS services to advance the supply-chain network of its stores, develop digital customer experiences in omni-channel grocery and streamline its operations.

It was revealed that CEAT LTD is leveraging AWS cloud capabilities such as the Internet of Things, analytics, business intelligence and machine learning to invent intelligent tires and carry out its smart manufacturing process seamlessly.

AWS was selected by Delta Air Lines as the preferred cloud provider. Additionally, AWS was chosen by Prasar Bharati News Services in India.

We believe that the expanding customer base will continue to drive AWS’s top line. In second-quarter 2022, AWS generated revenues of $19.7 billion (16% of Amazon’s net sales), which rose 33% year over year.
The strengthening performance of AWS, which has become an integral part of Amazon, is expected to instill investor optimism in the stock in the days ahead.

Notably, Amazon has lost 32.2% on a year-to-date basis.

Expanding Portfolio, Competitive Scenario

The latest move has expanded AWS’s portfolio offerings.

Apart from Trn1 instances, the company recently announced the general availability of AWS IoT FleetWise, which aids in the seamless collection and transfer of data from millions of vehicles to the cloud in real-time cost-efficiently.

AWS made its managed wide area network (WAN) service, namely AWS Cloud WAN, generally available. The service aids in the seamless development, management, operation and monitoring of a global network with the help of a central dashboard.

It also announced the general availability of three serverless analytics options for Amazon EMR, Amazon MSK and Amazon Redshift.

We believe that portfolio strength will continue to drive AWS’s customer momentum.

However, Amazon faces stiff competition from likes of Microsoft (MSFT - Free Report) and Alphabet's (GOOGL - Free Report) Google in the cloud battle.

Notably, Microsoft Azure has become the key growth driver for Microsoft. The company is currently riding on the robust adoption of Azure cloud offerings. Azure's increasing number of availability zones and regions globally, along with strength in its consumption-based business, is likely to continue driving Microsoft's cloud momentum in the near term.

Similarly, Google Cloud is contributing substantial growth to the total revenues of Alphabet. Expanding data centers, availability zones and cloud regions are expected to keep boosting Alphabet's cloud position.

Zacks Rank & Stocks to Consider

Currently, Amazon carries a Zacks Rank #4 (Sell).

A better-ranked stock in the retail-wholesale sector is The Kroger (KR - Free Report) , which currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Kroger has gained 1.7% on a year-to-date basis. The long-term earnings growth rate for the KR stock is currently projected at 11.7%.

Published in