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152 points isoprophlex | 1 comments | | HN request time: 0.001s | source
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rdtsc ◴[] No.45645145[source]
> through September, Anthropic has spent more than 100% of its estimated revenue (based on reporting in the last year) on Amazon Web Services, spending $2.66 billion on compute on an estimated $2.55 billion in revenue.

Well I don't have to scratch my head any longer and wonder why Amazon hasn't jumped on the AI bandwagon with their own Gemini or whatever. They are sitting pretty and selling shovels and pickaxes to the AI fools. Not a bad strategy for them...

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1. wrren ◴[] No.45645279[source]
They have their own models, the Nova series, although my experience has been pretty mixed with them.