Amazon increases the AI ​​infrastructure antees

Amazon is the cloud king – and seems to be intention not to leave the title.

In recent weeks, the company promised to aggressively expand the footprint of the information center. In the United States, Amazon planned to invest $ 10 billion last week New data centers in North Carolinacreate about 500 jobs in the state. And abroad, remained faithful to that Establish institutions Chile, New Zealand, Saudi Arabia and Taiwan.

He said Trevor Morgan, Trevor Morgan, “said the investments of the eyes” Ante. ” Liabilities. “My doubts are for them, for them. This makes fringe players return or to partner with Amazon.”

As the cloud industry continues to warm up in the event of a mass AI demand, he added that the infrastructure has continued to build. Although AWS is still a strangled place in the cloud market, the company began to lose somewhere: 29% of the market in the first quarter of this year, compared the market to 31% a year ago, According to Crn. In the latest earnings report, the company fell to expectations for the expectations of the cloud income In the third quarter. Meanwhile, rivals like Microsoft and Google began to take place.

At the same time, cloud resources for enterprises, AI infrastructure and reductions are only in a good way Morgan. Many can see or transfer it as another reason to stick with AWS as a cloud provider. It can be especially attractive for multi-ethnic enterprises expanding abroad.

“They see it as a width of the enterprises,” he said. “It simply gives them more choices within the Amazon ecosystem.”

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With cloud sources, why didn’t Amazon create a game to join Google, Meta or Openai in creating their main language models? Most likely, the company “sees more benefits than you become a peripheral player,” Morgan said.

• Bahadir to build large language models, explained. It may still take a significant return on this investment in the first days with adoption that can take longer than Amazon.

• The cloud infrastructure has become a foundation for the establishment of these models, a more profitable work for a technical giant.

• “(Amazon’s results are probably not fully relevant by coming with the competitive language model,” Morgan said.

Moreover, when it comes to “build or buy”, it is likely that the company’s approach is more common and $ 4 billion in the anthropy, more benefits as Morgan said.

“For them, the joint or use of someone else’s model and build things in the infrastructure, marketplace and the surrounding things are likely to return to investment returns,” he said.

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