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by HarHarVeryFunny 604 days ago
Amazon have a very close relationship with Anthropic, which seems like a good match (Anthropic focus on business use), and win-win. Anthropic gets access to the compute they need, and Amazon get AI to integrate into their AWS offerings.

I don't know the contractual basis of the relationship, but it seems this has to be pretty long term and strategic. A significant part of the competitive advantage of one AI vendor over another comes down to inference cost, which in turm comes down to customizing the model architecture for the hardware it is running on, which in this case either is, or will be, Amazon's home grown Graviton processors.
1 comments
chucke1992 604 days ago
The problem with Amazon is not their closeness to Anthropic, but more of the fact their moat is not big enough to integrate AI in a way MSFT can. Even their Azure services somehow feels natural with AI support.

I don't know if Satya predicted it or not, but their push into open source and Github acquisition were very helpful for AI.

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