Interview with a Former $AMZN AWS employee and AI enterprise integrator explaining how dominant hyperscalers $AMZN, $GOOGL and $MSFT are in AI production workloads:
1. According to him, because of compliance, security, and a long-term view, all enterprises start with the primary cloud as a pattern of AI adoption. Even the clients that start with open-source end up moving into the hyperscaler world. He is observing the trend that enterprises build AI on top of the hyperscaler layer.
2. According to him, any production-level thinking for customers or its roadmap for the next five years typically is knitted to the hyperscalers, unless it's a startup.
3. For what he has had experience when it comes to AI model consumption, customers in the majority go via hyperscaler native AI platforms like Bedrock, Azure AI Foundry, or Vertex. The hyperscaler layer is the control plane where the security, logging, and scaling everything is put, while the model provider becomes a very interchangeable layer: »Companies rarely bypass the hyperscaler once the scaling begins«.
4. In his view, because of the data gravity handling, compliance going via a hyperscaler AI model offering is better than going directly to the AI model provider.
found on @AlphaSenseInc