HUGE news: $AMZN announces deal with Anthropic.
Chess moves are being played by the big guys.
$Amazon(AMZN.US$ will invest up to $4B in Anthropic. At first, a $1.25B for a minority stake.
- AWS will be Anthropic's "primary" cloud provider
- Anthropic will have access to significant quantities of $AMZN's Trainium chips.
- AWS gets early access to Anthropic new models and full integration with AWS Bedrock.
Seems like the $400M that $GOOGL invested early this year in Antrophic wasn't enough "to buy it out" as a cloud client. AWS just pulled a big move in the AI race.
It seems the landscape will be: $Microsoft(MSFT.US$ with OpenAI vs. $Alphabet-A(GOOGL.US$ with Gemini vs. $AMZN with Antrophic vs. $META's OS LLaMa. $Meta Platforms(META.US$
Let the games begin!
$Amazon(AMZN.US$ will invest up to $4B in Anthropic. At first, a $1.25B for a minority stake.
- AWS will be Anthropic's "primary" cloud provider
- Anthropic will have access to significant quantities of $AMZN's Trainium chips.
- AWS gets early access to Anthropic new models and full integration with AWS Bedrock.
Seems like the $400M that $GOOGL invested early this year in Antrophic wasn't enough "to buy it out" as a cloud client. AWS just pulled a big move in the AI race.
It seems the landscape will be: $Microsoft(MSFT.US$ with OpenAI vs. $Alphabet-A(GOOGL.US$ with Gemini vs. $AMZN with Antrophic vs. $META's OS LLaMa. $Meta Platforms(META.US$
Let the games begin!
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