The rivals' preview swaps custom cross-cloud networking for a managed private link, starting at 1 Gbps in four regions, with up to 100 Gbps promised at general availability.
The companies said demand beat AWS's earlier 1 million-GPU plan. They also plan 100,000 GPUs for classified U.S. government work and are working to bring Vera CPUs to AWS.
AWS posted its fastest growth in 18 quarters and a $53.4 billion non-operating gain, mostly from Anthropic, swelled profit, while AI infrastructure spending turned trailing free cash flow negative.
Amazon moved its retail technology chief into the AWS job overseeing EC2 and machine learning services, replacing a veteran of nearly 19 years as AI demand climbs.