Amazon AI Infrastructure

TL;DR

Amazon is taking out massive loans to buy every GPU on the planet so you can keep paying a premium for AWS compute.

Who is this actually for?

Enterprise CTOs and Series B+ founders who are already locked into the AWS ecosystem and need massive scale.

The Good

• Unmatched scale and reliability for training large models.
• One-stop access to various LLMs through Bedrock without managing individual API keys.

The Catch (Potential Downsides)

The vendor lock-in is becoming a financial trap as Amazon passes these massive borrowing costs down to the customer. You are essentially subsidizing their infrastructure debt through your monthly cloud bill.