Amazon’s Message to Nvidia and Anthropic; Andreessen Horowitz’s Latest AI Agent Bet

Amazon has relied on artificial intelligence from Anthropic and hardware from Nvidia to boost its cloud sales growth over the past two years. But at the company’s annual re:Invent conference on Tuesday, executives came out with swagger to change the narrative about how dependent it has been on these outside companies. 

Amazon CEO Andy Jassy and Amazon Web Services chief Matt Garman each went out of their way to cast shade at Anthropic and Nvidia, respectively, while they touted Amazon’s new AI models and chips that aim to compete with products from those companies. 

“I figured that almost everybody would end up using Anthropic’s Claude models…but they’re also using Llama models, and they’re also using Mistral models, and they’re also using some of our own models… This kind of surprised us,” Jassy said during a keynote speech.

Did it actually surprise him, though? Amazon executives for the past two years have consistently borrowed language from Lord of the Rings in stating there would be “no one AI model to rule them all.”