Google is doubling down on hosting as a source of future revenue, and they're doing that by building an ecosystem around Tensorflow.
What I think is interesting is how weak Apple looks. Amazon has the talent and money to be able to compete with Google on this playing field. Microsoft is late, but they can, too.
Where's Apple? In the corner dreaming about mythical self-driving luxury cars?
[1]: http://spectrum.ieee.org/semiconductors/design/the-death-of-...