What? Both of those companies absolutely serve LLMs, and both of them would love for serving LLMs to be an even bigger part of their business. Not only that, AWS is Anthropic's primary compute partner for training and inference. They literally use the newest generation of the Trainium chips I mentioned before: https://www.anthropic.com/news/anthropic-amazon-compute

Chips are another axis for improvements in training and inference. Orgs large enough to explore the space have been doing it for at least a decade now. This is just a silly line of reasoning based on the faulty assumption that somehow, looking for increases in efficiency in training/inference means teams have reached some theoretical limit in model capability.