I think for small to medium sized businesses, those who are using cloud providers already, they will continue to purchase ai compute just like they do any other cloud service. For larger enterprises that have the manpower to maintain physical infra, it will be cheaper to self host inference.
For regular users, I suspect most people will use a provider, but are not nearly as willing to pay for it (at least not that much more than a typical streaming service). Power users (especially younger ones with more time in their hands to spare) will use local inference.
How much of Amazons $2T in earnings is AWS earnings? If that already includes AWS spend, then $6T isn’t gonna happen any time soon.
I think for small to medium sized businesses, those who are using cloud providers already, they will continue to purchase ai compute just like they do any other cloud service. For larger enterprises that have the manpower to maintain physical infra, it will be cheaper to self host inference.
For regular users, I suspect most people will use a provider, but are not nearly as willing to pay for it (at least not that much more than a typical streaming service). Power users (especially younger ones with more time in their hands to spare) will use local inference.
How much of Amazons $2T in earnings is AWS earnings? If that already includes AWS spend, then $6T isn’t gonna happen any time soon.