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How much Anthropic and Cursor spend on Amazon Web Services

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152 points isoprophlex | 3 comments | 20 Oct 25 15:05 UTC | HN request time: 0.559s | source
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rdtsc ◴[20 Oct 25 15:36 UTC] 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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rs186 ◴[20 Oct 25 16:13 UTC] No.45645577[source]▶
Amazon trained their own models like Nova and has AI coding assistants like Amazon Q, but I don't know anyone outside Amazon who is using them.
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JCM9 ◴[20 Oct 25 16:25 UTC] No.45645723[source]▶
Yes, the Amazon AI stuff isn’t great. They don’t really have the right leadership or talent to do anything particularly competitive there.
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1. oliwarner ◴[20 Oct 25 16:39 UTC] No.45645887[source]▶
Why do they need to compete? AI at Amazon should be laser-focussed on two things: selling compute time to AI Wannabees, and up-selling stuff to me in the shop.

Everything else is expense.

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2. JCM9 ◴[20 Oct 25 16:51 UTC] No.45646093[source]▶
I agree. Unfortunately AWS leadership is in an all out panic to compete, diverting attention away from core services. I wish they’d just get back to focusing on the foundational stuff!
3. VirusNewbie ◴[20 Oct 25 17:06 UTC] No.45646317[source]▶
AWS is not winning selling compute to AI folks. GCP and Azure have both done better selling AI services, which is part of the problem. Amazon is still the king for basic compute, but fell behind on the AI infra.