Why would Walmart want to let Amazon hold their business hostage, tell them all their secrets - literally pay to hand it over to them - and generate profits that would surely be re-invested in competing against them in retail? Even if AWS handled Walmart's account in 100% good faith and helped Walmart tremendously, they would still ultimately be paying to make themselves less competitive in a world where their single competitive edge (low-margin retail) would be eroded.
Would the consumer - or really anybody that likes having cheap, widely available products they don't personally make for themselves - ultimately benefit in a world where Walmart's only choice is AWS (startup-branding) and AWS(ea-branding) and AWS(IBM branding) and AWS(Microsoft-branding, if they were also evil chinese communists who maybe trained on the traces they paid for)?
better hope you're not walmart
AI is this strange double-threat for folks in software development: attacking both the demand and supply at the same time.
Me, I don't think they are super eager to be a hosting platform even though this is a very logical extension for them. I think they're hoping this is a catalyst to make login with OpenAI as ubiquitous as login with Google.
Unless you use a zero data retention inferencer?