Google memo - we have no moat and neither does OpenAI

https://www.semianalysis.com/p/google-we-have-no-moat-and-neither

Janelle Teng - AI in the Cloud article on Substack:

https://nextbigteng.substack.com/p/ai-model-layer-the-new-frontline-of-cloud-wars

A16z on the economics of AI:

https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/

Wall St Journal Article citing AWS, Google, MSFT, Dell & HPE POV

https://www.wsj.com/articles/the-ai-boom-is-here-the-cloud-may-not-be-ready-1a51724d?reflink=mobilewebshare_permalink

Technalysis GenAI study of 1,000 ITDMS:

https://www.technalysisresearch.com/downloads/TECHnalysis%20Research%20Generative%20AI%20in%20Enterprise%20Survey%20Highlights.pdf

AWS Outposts at the edge with Sagemaker - Circa 2021

https://aws.amazon.com/blogs/machine-learning/machine-learning-at-the-edge-with-aws-outposts-and-amazon-sagemaker/