And Amazon can always build their own LLM product down the line. Building out data centers feels like a far more difficult problem.

> 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.

I'd say building datacenters is a commodity these days. There's countless actors in this field who are thriving.