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Amazon’s AI strategy highlights a shift in investor focus, away from “best model” and toward the broader value chain
A recent market commentary argues that the AI debate is getting stuck on which company can build the top-performing model, even as some investors may be missing where the real money could be made. In that framing, Amazon’s AWS position matters less for “who wins the model race” and more for how AI infrastructure is consumed.
The Apex Times / Jul 30, 7:45 PM EDT / 1 min read
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