AI demand is a barbell, with the labs on one end and enterprise cost-cutting on the other. Amazon CEO Andy Jassy says the biggest market sits in the middle, and inference is still "an order of magnitude too expensive" to reach it. "On one end of the barbell are the AI labs who are consuming gobs and gobs of compute, unlike anything I've seen. And then a few runaway apps, ChatGPT, Claude Code, things like that." "On the other end of the barbell are enterprises who are largely using AI for cost…