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Amazon’s AI Paradox: Winning the Infrastructure War
While OpenAI and Anthropic dominate the cultural conversation, Amazon is quietly executing a massive $200 billion capital expenditure plan to own the underlying plumbing of the artificial intelligence era. This episode explores the "Marketplace Paradox," where Amazon provides the premier shelf space for its rivals on the Bedrock platform while simultaneously launching its own high-efficiency Nova models to capture the industrial enterprise market. We break down the technical shift toward distributed inference with Project Mantle and explain why Amazon’s decision to host OpenAI models is not a…
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