alt Hacker NewsAvailability through Bedrock has been a major driver in use of Anthropic in my org. And I am betting there is actual margin in it as well.
I wonder if this is directly linked to the split up with Microsoft. Just from my anecdata, OpenAI is getting completely ignored in serious enterprise deployments because what they offer on Azure sucks and there is no other corporate friendly way to get it. They probably saw themselves getting destroyed in enterprise and realised it was existential to be able to compete with Anthropic on AWS.
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It seems pretty clear that OpenAI renegotiated their agreement in preparation for this:
ur probably right on the margin. Anthropic doesn't break it out, but enterprise spend on Bedrock is the highest quality revenue in the AI stack right now. Itzs sticky, multi-year, embedded in existing AWS commits. OpenAI was watching that compound while stuck on Azure
May be very dependent on country/region, but in Germany where Azure is quite prevalent in mid-market companies (due to heavy historic reliance on Microsoft in general), OpenAI + Azure seems to have worked as a great synergy. Few customers I've worked are even trying to reach for other providers, as the OpenAI models are available for them and promoted by Azure.