Amazon and AI
Saw this article on LinkedIn today, and thought I'd share it.....
"BREAKING: Amazon woke up this week and chose violence. They just announced their own foundation models, 75% cheaper. Plus AI Chips. Plus super computer. They’re coming for EVERYONE.
It's like a coordinated attack on every major AI battlefront. Amazon is simultaneously challenging OpenAI/Microsoft in foundation models, NVIDIA in chips, xAI in supercomputing, and securing powerful allies like Anthropic and Apple. And SAP loves all this, BTW.
With #AWSreInvent in the books, this is what we have from Amazon:1. Foundation Model Domination- Six new Nova models that match or exceed competitors- 75% lower costs than current market leaders- Already powering 1,000 Amazon applications- 2025 roadmap includes groundbreaking speech-to-speech and "any-to-any" models- Supporting 200+ languages while others stay English-focused
2. The Chip Revolution- Trainium2 chips showing 4x performance gains- Slashing costs by 50% compared to Nvidia- Apple signed on as major customer- Deep collaboration with Annapurna Labs- Next-gen Trainium3 already in development
3. Project Rainier: The Super Computer- Building world's largest distributed AI compute cluster- Hundreds of thousands of Trainium chips working in unison- 5x more powerful than Anthropic's current systems- Multi-location design for unprecedented scale- Direct challenger to xAI's Colossus 4. The Anthropic Power Play- Massive $8B investment- Secured position as primary cloud provider- Exclusive access to future Claude models- Deep technical collaboration on chip optimization- Early access for AWS customers.
The most impressive part: Amazon's creating an entire ecosystem. They're simultaneously solving for compute (Project Rainier), chips (Trainium), models (Nova), and partnerships (Anthropic) - all while undercutting everyone's prices."
Bottom Line - Amazon is going in very hard on AI and that should not surprise anyone.
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Lindsay Talbot
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Amazon and AI
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