Why do they need to compete? AI at Amazon should be laser-focussed on two things: selling compute time to AI Wannabees, and up-selling stuff to me in the shop.
AWS is not winning selling compute to AI folks. GCP and Azure have both done better selling AI services, which is part of the problem. Amazon is still the king for basic compute, but fell behind on the AI infra.
I agree. Unfortunately AWS leadership is in an all out panic to compete, diverting attention away from core services. I wish they’d just get back to focusing on the foundational stuff!
Everything else is expense.