And Amazon can always build their own LLM product down the line. Building out data centers feels like a far more difficult problem.
Is it really? I'm thinking it might be more time-and-money-involved than building a "LLM product" (guess you really meant models?), but in terms of experience, we (humanity) have decades of experience building data centers, while a few years (at most) experience regarding anything LLM.
2 years ago was only when it went mainstream in a chat Format.
Also, you/average user has been typing with helpt of a (smaller) language model for about 9 years on mobile.