Among the hyperscalers, Amazon and Google seem to have the clearest vision of what they want out of AI, Meta the least and regarding Microsoft, they may have made a big mistake getting as involved with OpenAI as they have.
From Observer, April 9:
Andy Jassy commits $200 billion to A.I., betting Amazon’s growth will come from chips, data and AWS innovation.
Amazon is going all in on A.I. and betting more money on it than anyone else in Silicon Valley. Under CEO Andy Jassy, the tech giant plans to pour a staggering $200 billion into A.I. infrastructure this year, the biggest corporate investment of its kind, as it races to seize what Jassy calls a “once-in-a-lifetime opportunity.” His next task? Convincing investors that the gamble will pay off.
Amazon’s skyrocketing capital expenditures weren’t made “on a hunch,” said Jassy in his annual shareholder letter published today (April 9). “A.I. is a once-in-a-lifetime opportunity where the current growth is unprecedented and the future growth even bigger.”
Already, those investments are beginning to pay dividends. A.I. services provided by AWS, Amazon’s cloud computing business, have helped push its quarterly revenue run rate past $15 billion in early 2026, Jassy revealed. “Amazon is smack in the middle of this land rush, and companies are choosing AWS,” he said.
Jassy, who succeeded Jeff Bezos as CEO in 2021, spent 24 years building AWS before taking the helm. His own path wasn’t linear. He once pursued sports broadcasting, coached high school soccer, and tried launching startups before joining Amazon....
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Our antipathy toward OpenAI isn't anything to do with ChatGPT (though we don't think chatbots are where the future lies) but with the company CEO. Here's an intro from a year ago:
"Altman's eyeball-scanning biometric blockchain orbs officially come to America"
Sam Altman comes across as deeply untrustworthy, just sayin'.*
Related: "AI: "A brief history of Sam Altman’s hype" (MIT Technology Review's Hype Correction series)".
