i think this shows Amazon filling a need Microsoft couldn't. They probably tried, but decided to use Amazon cloud services after reviewing infrastructure needs.

MSFT is power constrained.[0]

[0] https://www.tomshardware.com/tech-industry/artificial-intell...

Everyone is. The grids always had a problem supplying enough power to even modestly sized commercial datacenters. This is what kicked off the trend of companies building their own datacenters in obscure cities that used to house large steel mills or other power hungry businesses.

I remember when everyone was racing to produce "datacenter in a shipping container" solutions. I just laughed because apparently nobody actually bothered to check if you could actually plug it in anywhere.

Amazon still does this. The customers aren’t saas companies in the bay though. It’s militaries, and they’re sent to FOBs.

>"hey guys, us too!"

In what context? This isn't fashion, being the 2nd mover has benefits which often outweigh the costs.