Until now, AWS has been one of the major hosts and a financial backer of Anthropic’s Claude, one of OpenAI’s biggest competitors. As a response, AWS offers Claude along with other models from makers such as Cohere, DeepSeek, Meta, and Mistral, as well as its own home-grown ones in its AI services.
More specifically, Bedrock allows AWS customers to build and host generative AI apps using models of their choice. SageMaker, on the other hand, gives AWS customers the ability to train, or even create their personalized AI models, mainly for analytics uses.
While Microsoft, AWS's ultimate rival, has not locked on OpenAI models since January, Azure is still OpenAI’s most significant cloud partner to date. OpenAI even announced that Microsoft is now offering versions of these two new models, optimizing for Windows devices.
Last week, during Amazon’s quarterly earnings call, Jessy was pounded with questions from Wall Street analysts regarding how the company was losing ground in the AI industry and with their competitors.
Think about this example as JPMorgan analyst Doung Anmuth, who asked Jassy to explain “significantly faster cloud growth among the number two and number three players in the space,” making reference to Microsoft and Google. Later, Morgan Stanley analyst Brian Nowak told Jassy that Wall Street thinks “AWS is falling behind in GenAI with concerns about share loss, peers, etc.
On the other hand, another AWS competitor, Oracle, reported that it signed a $30 billion a year deal with OpenAI in order to offer data center services, reported TechCrunch.
