Amazon dominated the first cloud era. The AI boom has kicked off Cloud 2.0, and the company doesn't have a head start this time.

• The Cloud 1.0 era was dominated by Amazon Web Services. 
• The generative AI boom has ushered in the Cloud 2.0 era. 
• Amazon doesn't have a head start this time, and needs help to catch Nvidia.

When you're building a house, you can do it in various ways. 

You can build all the tools you need and then hike into a forest to chop down wood and turn that into your final structure. 

Or, you can go to Home Depot and buy wood that's already been chopped down, along with all the nails, hammers and other equipment you need.

Or, you can pay a contractor to do most of the work.