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Anthropic gets a lot of it's business via AWS Bedrock so it's fair to say that Amazon probably has reasonable insight into how the Claude usage is growing that makes them confident in this investment

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paxys 3 days ago | parent | next [-]

They are also confident in the investment because they know that all the money is going to come right back to them in the short term (via AWS spending) whether or not Anthropic actually survives in the long term.

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VirusNewbie 3 days ago | parent [-]

But anthropic is currently on GCP.

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paxys 3 days ago | parent | next [-]

Nope they have supported AWS deployments for a long time, and now even more of the spend will be on AWS.

> Anthropic has raised an additional $4 billion from Amazon, and has agreed to train its flagship generative AI models primarily on Amazon Web Services (AWS), Amazon’s cloud computing division.

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VirusNewbie 3 days ago | parent [-]

Yes, they are currently on GCP. What you wrote said they will train their flagship generative AI model primarily on AWS.

	▲	3 days ago \| parent [-]
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nuz 3 days ago | parent | prev [-]

Wouldn't be hard to code it to easily swap between GCP and AWS ahead of time knowing things like this could happen

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swyx 3 days ago | parent | prev | next [-]

> gets a lot of it's business via AWS Bedrock

can you quantify? any numbers, even guesstimates?

	▲	mediaman 3 days ago \| parent [-]
		One source [1] puts it at 60-75% of revenue as third-party API, most of which is AWS. [1]https://www.tanayj.com/p/openai-and-anthropic-revenue-breakd...

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apwell23 3 days ago | parent | prev [-]

> Anthropic gets a lot of it's business via AWS Bedrock

How do you know this