For a few years now, the field of artificial intelligence (AI) has been booming. Many players have entered the race to develop the best generative AI models. In this dynamic, the duo Microsoft-OpenAI has quickly positioned itself as a market leader. In response to this dominance, Amazon and Anthropic have decided to partner in an attempt to claim their share of the pie. However, their approach greatly differs from that of their competitors.
An open financial alliance
Unlike Microsoft-OpenAI, which has maintained an exclusive relationship since 2019, Amazon and Anthropic have opted for a more open approach. Their partnership is not based on exclusivity clauses, allowing them to explore other opportunities. Anthropic notably counts Google among its investors and provides its AI models to both Amazon Web Services (AWS) and Google Cloud. In contrast, OpenAI’s models are exclusively available on Azure, Microsoft’s cloud service.
For Amazon, this partnership allows it to position itself as a major player in the generative AI sector. Thanks to Anthropic, AWS offers two of the best models on the market on its Bedrock platform: Mistral Large and Claude 3. The latter even claims the title of number one. This openness to numerous models enables Amazon to meet its clients’ needs, who primarily seek a varied choice, high confidentiality, and reasonable costs.
A balanced partnership relationship
Despite Amazon’s investment in Anthropic, the latter is not seen as a standard-bearer for the company’s ambitions. Unlike Microsoft, which recently became a member of OpenAI’s board, Amazon has a more distanced relationship with Anthropic. This situation suits the five co-founders of Anthropic perfectly, who left OpenAI due to Microsoft’s influence on the company’s strategy. For them, it is crucial to preserve their independence within their own company.
A new lease of life for AWS
This partnership with Anthropic allows AWS to regain its position as a leader in the field of generative AI. While the growth of its revenue had slowed in recent years, it is finding new momentum thanks to the integration of high-performing models on its Bedrock platform. Generative AI represents a new revenue stream for Amazon, which firmly believes in its potential. According to Julien Groues, General Manager of AWS France and Southern Europe, all companies will eventually be based on AI.
In conclusion, the partnership between Amazon and Anthropic represents an open and balanced approach to conquering the generative artificial intelligence market. Thanks to this alliance, Amazon reinforces its position in the sector and offers its clients a wide selection of high-performing models. This strategy allows AWS to revive its growth and meet the ever-increasing needs of companies regarding AI.
