AWS CEO Matt Garman says they could sell every GPU to the frontier labs, but deliberately hold capacity back for startups to support the full ecosystem: "We really think intentionally about our allocation strategy. We're great partners with the large frontier labs, the Anthropics and OpenAIs and Metas, and other large customers. We want to make sure we invest in them." "And we're very intentional about making sure we have capacity for startups." "We could sell every single GPU or AI accelerator we have to just the big frontier labs and call it a day. We choose not to, because we want to keep growing the full ecosystem." "The whole ecosystem is more healthy for us, there's some diversification, but it's also that we know these are gonna be big companies over time." "We say yes, in some way, shape, or form, to something like 60% of the requests we get." @mattsgarman @RaghuRaghuram