Interesting that they feel that they are “trailing in AI”. The second that they cannot just repackage open source and integrate it in their infra, they throw hands in the air.
I couldn’t help but smile. To be clear, its not just Amazon who does this but they are guilty of not investing seriously in developing new tech, only monetizing it. Out of all the BigTech, they are the only one that doesn’t even pretend to invest in some sort of industrial lab focused on basic research (Even IBM has a Research division, even today).
AI is still pretty much a bubble. We don't really even have anything that remotely resembles AI right now, just way better search engines, that Amazon was never in the business of. All they need to do to stay relevant in AI is to offer cost effective EC2 instances with accelerator hardware.