The deals come as the DOD has doubled down on diversifying its exposure to AI vendors in the wake of its controversial dispute with Anthropic over usage terms of its AI models.
The e-commerce giant is making more money than expected from AWS but it’s also spending a lot, and will continue to do so in the near term, its chief executive said.
Amazon has made another circular AI deal: It’s investing another $5 billion in Anthropic. Anthropic has agreed to spend $100 billion on AWS in return.
Andy Jassy’s annual shareholder letter reads something like a diss track to a wide range of competitors as he defends spending $200 billion in capex.
AWS has an ingrained culture of handling competition, he explained, because the cloud giant also competes with its partners.
Uber is expanding its AWS contract to run more of its ride-sharing features on Amazon’s chips. This is a thumb-of-the nose at Oracle and Google.
Shortly after Amazon announced its $50 billion investment in OpenAI, AWS invited me on a private tour of the chip lab at the heart of the deal.
OpenAI has reportedly signed a partnership with AWS to sell its AI systems to the U.S. government for classified and unclassified work, marking an expansion beyond its Pentagon deal last month.
AWS is launching Amazon Connect Health, an AI agent platform that will help with patient scheduling, documentation, and patient verification.