>Interesting to see Anthropic go with xAI and Microsoft go with Amazon.
Anthropic has been very strategic about playing all the big cloud providers off each other. They're also in desperate need of inference, and I don't think AWS has the capacity to scale up as fast as they want. AWS may also be trying to 'force' them to use Graviton, and I don't think Anthropic is as big of a fan.
AWS gets a lot of money from both the unclassified government work they do plus the more secretive work. If they were required to disclose as part of that, they would disclose - why put all those contracts at risk?
Anthropic has been very strategic about playing all the big cloud providers off each other. They're also in desperate need of inference, and I don't think AWS has the capacity to scale up as fast as they want. AWS may also be trying to 'force' them to use Graviton, and I don't think Anthropic is as big of a fan.