Key Takeaways:
- Dave Brown, AWS's SVP of EC2 and AI, is leaving after 19 years
- Dave Treadwell, an Amazon exec and Microsoft veteran, will replace him Aug. 1
- The change comes as AWS competes with Azure and Google Cloud in AI infrastructure
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AWS cloud chief Dave Brown exits after 19 years, replaced by Dave Treadwell
Amazon.com Inc.'s cloud computing unit is losing Dave Brown, the senior vice president leading its EC2 compute and artificial intelligence services, after nearly 19 years at the company. Brown will depart at the end of July for a role outside Amazon, according to an internal memo from AWS Chief Executive Officer Matt Garman reviewed by Reuters.
"Dave has been an incredible leader and has helped shape AWS into what it is today," Garman said in the memo, adding that the business has "never been in a stronger position." Brown was promoted to senior vice president in April and joined the elite S-team — the 28-member group that directly advises CEO Andy Jassy — in 2023. He was one of the most visible faces of AWS, delivering keynote remarks at its annual re:Invent conference in Las Vegas.
Dave Treadwell, currently senior vice president of ecommerce foundation and also an S-team member, will take over Brown's role effective Aug. 1. Treadwell, a Microsoft Corp. veteran before joining Amazon, brings experience from both the ecommerce and enterprise software worlds. His appointment means AWS's compute and AI leadership will be led by an executive with deep internal knowledge of Amazon's broader operations and a background at its biggest cloud rival.
The leadership shuffle comes as AWS faces intensifying competition from Microsoft Azure and Alphabet Inc.'s Google Cloud in the AI infrastructure market. AWS commanded about 31% of cloud infrastructure spending in the first quarter, according to Canalys, ahead of Azure at 25% and Google Cloud at 11%. Brown oversaw EC2, the foundational compute service that generates a significant portion of AWS's $107 billion annualized revenue, as well as the company's AI chip lineup including Trainium and Inferentia. Treadwell's Microsoft background may sharpen AWS's competitive posture against Azure, though the internal promotion signals continuity rather than a strategic pivot. Amazon shares rose more than 3% on the day of the announcement.
This article is for informational purposes only and does not constitute investment advice.
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