Jul. 21 at 11:38 PM
$AMZN this week I learned---
1) AWS Bedrock was designed to win whether "OPEN WGT", cheaper models or BIG 3 frontier models win-out, or any anything in between.
2) AWS Bedrock is "tip of the spear" for dragging AWS follow-on attach revenue of btwn 1.5-2.5X. That is every
$1B Bedrock= another
$1.5-
$2.5B of AWS services revs
3) AWS follow-on attach revenue is FREE+UNCONSTRAINED by the supply bottlenecks Bedrock and AI training loads encounter(huge)
More detail from Gemini below..