Peter DeSantis says Amazon's AI models "haven't been at the frontier" and hopes to close the gap in a year, relying on custom chips and proprietary data.

BofA says US labs likely to retain the lead in frontier capabilities while Chinese players gain share in lower-cost, high-volume use-cases...

Peter DeSantis says Amazon's AI models "haven't been at the frontier" and hopes to close the gap in a year, relying on custom chips and proprietary data.