Isn't this a challenge for any big tech companies. Success metrics tend to be attached to a particular product and yet... central infra is a necessary foundational block for everyone, but it is without a specific success metrics.
We were working with folks from other central ML infra teams in other companies. Amazon is the one that doesn't have any funding for central ML infra (they have the central infra for software). Having interacted with many companies after leaving Amazon, they are just really bad in terms of investing in central ML.
Amazon did AWS, so they can do central infra. Possibly the massive success of AWS makes them expect the same level of self funding for other infra projects even if those would be better served as internal only with internal funding.