AWS is lagging in AI, but not by choice. Their leadership is in an all out panic at the moment trying to catch up.
A lot of folks agree though that the smarter play would have been just just sit more on the sidelines intentionally and wait for the bubble to burst, then buy up stuff cheap in the resulting fire sales. AWS should have just focused on the core compute and storage services, which they do well.
AWS simply doesn’t have the right talent to do well in AI at the moment and the folks they did have mostly fled elsewhere.
A lot of folks agree though that the smarter play would have been just just sit more on the sidelines intentionally and wait for the bubble to burst, then buy up stuff cheap in the resulting fire sales. AWS should have just focused on the core compute and storage services, which they do well.
AWS simply doesn’t have the right talent to do well in AI at the moment and the folks they did have mostly fled elsewhere.