Amazon bets on AI startup Anthropic in race for next-gen models
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Amazon's $4 billion investment in Anthropic signals its need for strong generative AI models like Claude 3, but does not differentiate it from competitors since Google is also partnering with Anthropic.
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AWS continues to lead in cloud computing but Microsoft Azure and Google Cloud are catching up, partially thanks to their investments in generative AI.
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Amazon's own generative AI offerings have been lackluster compared to competitors like Microsoft's alliance with OpenAI.
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While AWS excels at infrastructure, it risks falling behind in both AI infrastructure with the rise of Nvidia and AI software where Microsoft shines.
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Despite missing key opportunities so far, analysts say AWS and Amazon still have the ability to make aggressive moves thanks to CEO Adam Selipsky and should not be underestimated.