This doesn't make sense. Inference alone is profitable but you have to continually train new models. There isn't a point where you will have a model that is the final model and you can just serve inference and profit, you always have to train more models.
It's not at all the same as what Amazon was doing. At any point, Amazon could have turned off the expansion engine and turned on the profits. AI companies don't have that luxury, if they stop training they'll just fall behind and die because they don't have a competitive model. They are locked into training in order to be competitive, they are not by default profitable and choosing growth over profit.
They were spending the profit from each user, not making a loss on each user.
It's a big difference.
To turn a profit all AMZN had to do was stop spending (and the consumers would not have been affected by the halting of spending).
For the AI providers, to turn a profit they have to raise the price.