Wall Street is digesting the surprising idea that Amazon Web Services has fallen behind in the AI cloud race. That might not be as bad as it sounds, though. "Is AWS in last place in AI? It's hard to argue otherwise," Bernstein's Mark Shmulik, one of the Street's top tech analysts, wrote in a note to investors this week. He cited a slew of data to support this concerning development, including AWS's slower revenue "growth rate," limited GPU capacity, CEO commentary , and the fact many AI