My second bet is on Google (for general-purpose LLMs in general) - not because of any technical advantage, but because they have a captive audience of large organizations using GSuite that would be happy to just get Gemini on top to satisfy need for AI tools, instead of having to jump through the hoops of finding another provider. Sales, sales, sales.
Do you mean AWS? They're competing with half a dozen or more hyperscalers now. Cloud infrastructure components are so heavily commoditized now, many of them have open source solutions with compatible API's. (Think Minio)