The implementation of AMP is one of those technologies that's "the more it gets deployed, the better it is." Reading the spec, it's clear that Google's vision is for AMP to be the opposite of FB instant articles; where the entire web can have a decentralized cache (yes this sounds weird but makes sense). I suspect Cloudflare will help quite a bit with this.
I could see mobile networks implementing their own AMP caches, so their inbound traffic winds up terminating mostly at the cache layer. This speed boost will win the mobile networks customers.