This is a purely macroeconomic conflict of interest. For software labs, a pause is a way to fix safety issues and balance unit economics. For Amazon (as the world's largest cloud provider, AWS), stopping AI releases means freezing demand for computing power and a collapse in data center revenue. Amazon cannot let its competitors' fears of AGI destroy the profitability of its server CAPEX. The industry has revealed its fragmentation: hyperscalers will continue to press the gas pedal, forcing the entire market to follow their investment pace.
Source: Amazon / Reuters
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