I'll be super curious about the pricing to see how competitive it might be with AWS, Azure, etc.
I dont think it is a mistake that Amazon put $4 billion in Anthropic (Claude) and Microsoft has a huge stake in OpenAI. We are seeing the LLMs tied to those with the training compute.
What about inference? That is going to be the next challenge they all are going to have to create. We will see how it goes.