Just as Google was hitting AI hard at Google Cloud Next 2025 last week, Amazon CEO Andy Jassy sent out a shareholder letter highlighting AI on AWS and then appeared on CNBC s Squawk Box to talk about it. Coincidence, I'm sure.

In his investor letter, Jassy gushed about what AWS is doing with its Trainium2 custom AI silicon, foundation models in Amazon Nova, and its SageMaker and Bedrock GenAI models. Much of the letter focused on the global importance of AI.

“With what’s happening in AI right now, and the likelihood that every customer experience we’ve ever known will be reinvented, there has never been a more important time, in my opinion, to optimize to invent well,” he wrote. Later, he added, “We continue to believe AI is a once-in-a-lifetime reinvention of everything we know, the demand is unlike anything we’ve seen before, and our customers, shareholders, and business will be well-served by our investing aggressively now.”

Jassy appeared on Squawk Box with Andrew Sorkin to expand on what he wrote about AI to shareholders. He emphasized that AWS is building AI tools across the stack and can provide a viable alternative to early AI leaders such as Nvidia on the hardware side and AI ChatGPT in building models.

“I think the one thing that we’ve seen pretty consistently in this relatively early stage of generative AI is that customers want choice,” he said. “You know, they’re learning how to build models. They want different model types for different types of applications and use cases. They want different model sizes because it changes the latency and the cost structure.

“We’re building dozens of generative AI applications right now. Some of which are launched, others are in development.”

AI Steals the Show at Google Cloud Next

Meanwhile, in Las Vegas, Google Cloud Next made AI the main attraction with similar language used by Jassy.

The Google Cloud Next 25 blog led with: “AI is transforming the way we work — from boosting productivity and creativity to delivering real business transformation and impact. And at Google Cloud, we’re bringing the best of Google AI to people, organizations and businesses across the globe.”

Google emphasized its AI products, such as Gemini, Imagen for image generation, Veo for video generation, and Vertax AI (machine learning) while launching new GenAI agents and Gemini 2.5 Pro Experimental.

And Google leaders matched Jassy’s AI hype level.

"With Google Cloud, we see AI as the most important way we can help advance your mission - the opportunity with AI is as big as it gets," said Sundar Pichai, CEO of Google parent company Alphabet. “That's why we are investing in the full stack of AI innovation.”

Google Cloud CEO Thomas Kurian added:

“Just one year ago, we stood here and talked about the future of AI for organizations. Today, that future is being built by all of us. Google's AI momentum is exciting.”

By now, it should be obvious that AI is the weapon of choice in the hyperscaler battleground for the foreseeable future.