How to Understand Amazon's Investment in Anthropic
On the afternoon of September 25th, Amazon announced on the company's official website that it would invest up to $4 billion in Anthropic, a large model company known for its chatbot Claude, which benchmarks ChatGPT.
Why did Amazon acquire Anthropic ?
Help AWS "lock in" customers through strategic investment.
Since the beginning of this year, Google, Microsoft, AWS, Oracle, and NVIDIA have all tacitly and unanimously done one thing - to "lock in" customers (spend money to buy customers) through strategic investments.
By investing in Anthropic, Amazon hope to accelerate the development of self-developed AI chips.
Anthropic will use AWS Trainium and Inferentia chips to build, train, and deploy its future base models, benefiting from AWS's price, performance, scale, and security. The two companies will also collaborate on developing future Trainium and Inferentia technologies.
Why does Amazon want to develop its own AI chip?
Shortage of computing power.NVIDIA GPUs are not born to train neural networks.
Modifying one scene at a time with CUDA and various technologies is an option, but not the optimal solution.
Worried that Nvidia's monopoly position will gradually erode the Cloud Services business.
The impact of this matter
For Amazon, this is a long-term strategy, and chip development takes time, but we can see a trend from the actions of technology companies that the AI chip arms race is not over yet.
However, at present, NVIDIA's core competitiveness is not actually chips, and the CUDA ecosystem, whether engineers or companies, is highly dependent and difficult to replace in the short term.
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103255146 : This article deserves more attention. A chip battle is going on
Noah Johnson OP 103255146 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")