the real news is: "and teases an Nvidia-friendly roadmap"

The sole reason amazon is throwing any money at this is because they think they can do to AI what they did with logistics and shipping in an effort to slash costs leading into a recession (we cant fire anyone else.) The hubris is magnanimous to say the least.

but the total confidence is very low...so "Nvidia friendly" is face saving to ensure no bridges they currently cross for AWS profit get burned.