Amazon already got serious several years ago, invested tons of money in their dev studios, bought huge licences, recruited talented people and still mostly failed to this day. I remember reading an article about Amazon's very hierarchical corporate structure that killed any attempt at the creativity needed to make a successful game but I can't seem to find it
I don't believe for a second that any of these big tech companies have a chance of making a significant dent in the videogame market, it's just too far from their own expertise
Netflix can just throw money to attract game devs. They use this strategy for their mobile games and the games are actually pretty good, way better than the usual microtransaction-laden mobile games.
Apple's managed to become a credible player in the TV space in a few short years by, essentially, hiring some competent veteran executives to run the thing and throwing buckets of money at it; I think any sufficiently motivated big tech company could do the same thing with games.
Silo is incredible, as is Severance. Ted Lasso is great. I'm really enjoying Foundation. For All Mankind was a great season 1 but I haven't caught up on it. That's just off the top of my head. I ditched Netflix and D+ and only pay for AppleTV now.
Apple Arcade is already a solid little gaming platform. My kids love it.
They may jump more into bigger titles as the AppleTV boxes get a little beefier, but right now being able to just connect a PlayStation or Xbox controller to it and play some fun little games is a nice perk