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Amazon’s absence from this year’s generative AI bonanza has been a bit puzzling. The company invented Alexa, intuiting people’s interest in speaking with computers. Yet when OpenAI released ChatGPT, it seemed to cede the territory.
But rather than sitting out the game, Amazon is just waiting to play on its terms. Instead of building one AI product, it wants a piece of all of them. And it’s not shy about its ambition.
“I wouldn’t be at all surprised if just the AI part of our cloud computing business was larger than the rest of AWS combined in a couple years,” Amazon VP Matt Wood told me in an interview at the Amazon Web Services Summit this week.