Amazon was the only remaining company among the three large cloud computing providers without a large investment in a foundation model developer. Instead, Amazon had chosen to offer access through Bedrock to a range of foundation models produced by third-party developers, such as Anthropic and Cohere. The Anthropic investment is a break from that strategy, says Jai Vipra, a former research fellow at the AI Now Institute, a U.S.-based nonprofit.

Vipra says that Anthropic, which prides itself on being particularly safety-conscious, will struggle to avoid being influenced by Amazon. “The announcement says it’s all about safety—it’s pitched as expanding access to safe AI products,” she says. “But it really shows that productization has taken over.”

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