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.
I know they claim they work, but that's only on their happy path with their very specific AMI's and the nightmare that is the neuron SDK. You try to do any real work with them and use your own dependencies and things tend to fall apart immediately.
It was just in the past couple years that it really became worthwhile to use TPU's if you're on GCP and that's only with the huge investment on Google's part into software support. I'm not going to sink hours and hours into beta testing AWS's software just to use their chips.
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