AI Chess Game: Amazon Cloud Powers Anthropic’s Rise in Generative AI

When OpenAI was fully engaged in a contentious discourse with Musk, and Gemini faced adversity due to its excessive emphasis on ‘diversity’ within images and its overly politicized nature, Anthropic emerged with the Claude 3 model family, seemingly materializing out of the ether.

How long had they been orchestrating the ascension of this ‘new sovereign’? Anthropic, a unicorn enterprise established by the Amodei siblings in 2021, stands as an advocate for safety and human-centric values, diverging from OpenAI in its philosophical stance. Notably, its core founding cohort comprises alumni of OpenAI who played pivotal roles in the nascent stages of GPT-3 development.

Upon its inception, Anthropic commenced its journey by training its inaugural rudimentary model on Amazon Cloud Technology, swiftly evolving from Claude 2.1 to Claude 3 within a mere four months. With the unveiling of Claude 3, the Sonnet model found its sanctuary on Amazon Bedrock. Remarkably, a mere nine days later, Haiku joined its counterparts on Bedrock. Presently, Claude 3’s debut on Google Cloud remains in the preview stage, with Gemini retaining its primacy within Google Cloud’s Vertex AI product lineup.

During Amazon Cloud Technology’s re:Invent gathering last year, attendees were taken aback as Adam Selipsky, CEO of Amazon Cloud Technology, engaged in a dialogue with Dario Amodei, co-founder of Anthropic, an entrepreneur whose prominence rivaled that of established titans like Coca-Cola, Nasdaq, and Goldman Sachs. Although the specifics of their strategic collaboration were scarcely scrutinized by the media at the time, it transpired that Anthropic migrated the bulk of its software infrastructure to Amazon Cloud Technology’s data center, receiving multifaceted assistance ranging from tailored GPU computing resources to storage and data analytics. Notably, patrons of Amazon Cloud Technology were accorded priority access to Anthropic’s model. Furthermore, the extraordinary degree of customization inherent in this partnership is striking: Amazon Bedrock, a comprehensive managed service for large models, furnishes bespoke accommodations for Claude, while Amazon Cloud Technology has fine-tuned its proprietary chips, Trainium and Inferentia, to optimize performance for Claude’s training and inference tasks. In hindsight, Dario’s assertive declaration, ‘This is a race to the top,’ assumed a prophetic resonance.

Is this a grandiose investment spectacle?

Indeed, two months preceding re:Invent, Amazon announced a staggering $4 billion investment in Anthropic, double the amount allocated by Google. Industry pundits interpreted this investment as a testament to the unwavering faith of financial backers in Anthropic’s potential and as an indicator of Amazon’s fervent pursuit of dominance in the generative AI domain. Yet, a cursory examination of Amazon Cloud Technology’s website reveals the presence of seventeen other high-performance models on Amazon Bedrock, emanating from six distinct entities: AI21 Labs, Cohere, Meta, Mistral AI, Stability AI, and Amazon itself. Notwithstanding Amazon’s presence, Titan, the sixth entity, ostensibly concedes precedence.

AI21 Labs boasts two models, Jurassic-2 Ultra and Mid, comprehensive language models catering to multiple linguistic realms, including Portuguese, Italian, and Dutch.

Cohere offers four models tailored for information retrieval and summarization, serving primarily in abstraction, copy clustering, or classification tasks.

Meta presents two open-source models, integrating Facebook’s Llama 2, providing customers the opportunity to fine-tune Llama 2 via Amazon SageMaker, particularly advantageous in the Chinese market.

Stability AI offers two models with a focus on image generation capabilities.

Mistral AI, a French AI enterprise, showcases two high-performance models addressing fundamental use cases for large models.

Additionally, Amazon introduces five proprietary models.

The allure of Amazon Bedrock lies not only in its diverse repertoire of large models but also in its capacity to assess and juxtapose these models vis-à-vis specific application scenarios. By harnessing a dedicated database, Amazon Bedrock facilitates tailored training of large models, fostering nuanced comprehension across various domains. Furthermore, the flexibility afforded by open-source models enables users to customize their models, while Bedrock’s agents ensure seamless execution of business directives while safeguarding data integrity and privacy, thereby earning Bedrock the epithet of ‘user-friendly’ within the industry.

Nevertheless, this raises pertinent questions:

Why does Amazon Cloud Technology proffer such a plethora of models? According to Amazon Cloud Technology’s official communiqué, gleaned from over a hundred real-world deployments, no single model can universally address all requirements, necessitating the orchestration of multiple models for each use case, prompting a shift in focus from ‘which model to choose’ to ‘how to seamlessly access them.’ Despite the profusion of models, navigating between them incurs a nontrivial cost, rendering the pursuit of multiple models imprudent, thereby underscoring the indispensability of Amazon Bedrock as a unified interface for model selection. Furthermore, the absence of overt promotion for Amazon Cloud Technology’s proprietary model warrants scrutiny. A chronological analysis reveals a conspicuous pattern: the unveiling of Bedrock in April 2023 was succeeded by the introduction of Meta, Cohere, and Mistral AI’s large models, suggesting Amazon’s strategic pivot toward facilitating model proliferation rather than championing a singular proprietary model.

Investment in generative AI: A mere acquisition spree?

While the panoply of features offered by Amazon Bedrock and its seventeen leading models might suggest a commodification of generative AI, such conjecture belies the exigencies of this burgeoning sector. Unlike stock markets where one might dabble in shorts with abandon, investment in generative AI demands a sturdy technical foundation. Amidst the trinity of computing power, algorithms, and data, computing prowess often takes precedence, a facet where Amazon Cloud Technology excels.

Quoting VentureBeat, ‘Amazon Cloud Technology is fashioning a comprehensive ecosystem encompassing cloud infrastructure, foundational models, and end-user applications.’ This ‘full-stack’ approach to generative AI delineates Amazon Cloud Technology’s strategic architecture: a foundational layer comprising robust infrastructure and superlative computing resources, underpinning a fully managed model service atop Amazon Bedrock, culminating in user-centric applications like Amazon Q and CodeWhisperer.

Amazon Cloud Technology’s hegemony in the generative AI arena stems from its formidable infrastructure, precipitating a symbiotic relationship with frontrunners such as Anthropic. This strategic alignment underscores Bezos’ adage of a virtuous flywheel effect, wherein a proliferation of goods begets a thriving marketplace, attracting an ever-expanding consumer base and engendering a virtuous cycle of growth.

In discerning Amazon Cloud Technology’s discerning criteria for model selection, a recurring term—’Constitutional AI’—merits closer scrutiny. Evoking connotations of fairness, transparency, and privacy, ‘Constitutional AI’ underscores Amazon Cloud Technology’s commitment to fostering responsible AI, eschewing the allure of general AI in favor of user-centric, privacy-preserving solutions. Implicit within this ethos lies a taciturn endorsement of models aligning with these principles, although Amazon Cloud Technology’s official stance remains opaque.


Amidst the cacophony of enterprises vying to stake their claim in the generative AI landscape, Amazon Cloud Technology’s modus operandi deviates from the norm. Rather than spearheading the development of proprietary models, Amazon eschews the limelight, preferring to furnish a ‘golden shovel’ for model proliferation. Positioned as the harbinger

of cloud computing and preeminent exponent of ‘cloud as public utility,’ Amazon Cloud Technology’s strategic calculus warrants introspection by contemporary Chinese cloud computing enterprises. Yet, beneath the veneer of public utility lies a bedrock of sterling engineering prowess, prerequisite for any endeavor in this realm.

Indeed, cloud vendors’ gambit in rolling out large models extends beyond preempting a perceived threat to cloud computing hegemony. Embracing the tenet of ‘Data Gravity,’ cloud vendors gravitate towards data-centric paradigms, recognizing data as the lodestar guiding technological evolution. As generative AI assumes ascendancy, Amazon Cloud Technology’s prescient strategy emerges as a fulcrum around which the fate of this nascent industry pivots. While the contours of this unfolding saga remain indistinct, one fact remains incontrovertible: the convergence of data, AI, and cloud portends a paradigm shift of seismic proportions, one where the distinction between driver and driven becomes increasingly nebulous.

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