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The thing that defines Amazon in recent years is their desire to make everything a third party service (AWS, Fulfillment, etc) and they may in fact do that for their own chips.

AWS was Amazon monetizing its own infrastructure. Maybe they're thinking of monetizing AWS's infrastructure? Instead of being in the gold rush, sell the pickaxes and backpacks in a general store. Then, when people realize there's a lot of money in those stores, start selling store shelves and offer wholesale logistics.




> AWS was Amazon monetizing its own infrastructure.

AWS builds infrastructure and monetize them.

AWS's hardware usage far exceeds what they need for their other businesses.


AWS wasn't Amazon.com's infrastructure. The store didn't run on AWS for a long time. I believe it was more Amazon monetizing spare hardware capacity.




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