Dr. Swami Sivasubramanian, Vice President of Agentic AI, made the case that AWS' suite of AI tools is best suited for wrangling AI agents and customizing models to deliver business outcomes.
With Amazon Nova Forge, AWS is looking to deliver real enterprise outcomes. The reality has been that off-the-shelf foundational models are inaccurate in many enterprise use cases. When enterprises build on top of open source models, results can degrade as more data is added.
Large language models are at an interesting juncture. LLM breakthroughs have slowed and there are questions about whether they will lead to artificial general intelligence. Coupled with concerns about an AI infrastructure bubble LLMs are going to be closely watched--especially since they're the key ingredient of agentic AI.
ConstellationTV episode 118 covers the latest enterprise tech developments, creative advertising solutions, and strategic pivots from leading organizations.
Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion. Claude will also be available on Microsoft Foundry.
Google launched Gemini 3, its latest model, across its Gemini app, search services, Gemini API, AI Studio and Google Cloud's Vertex AI and Gemini Enterprise. The company also highlighted how Gemini 3 can provide answers with a generative visual user interface.
Anthropic said it will invest $50 billion in building its own AI data centers in a partnership with Fluidstack. The first data centers will be built in New York and Texas with more sites on deck.
OpenAI isn't about to cede all the enterprise fun to Anthropic, which is viewed as the LLM for business play.
OpenAI said it has signed a $38 billion agreement to use AWS and its Amazon EC2 UltraServers immediately. Under the deal, OpenAI will access hundreds of thousands of NVIDIA GPUs and likely CPUs for AI agents.
Microsoft's stake in OpenAI has a number: $135 billion, or roughly 27% of the AI company.
OpenAI is a mostly consumer play with a case of Google and Apple envy with enterprise potential. Anthropic is enterprise and Claude is an engine for work.
Anthropic said it will expand a partnership with Google Cloud and use its TPUs for training and compute. It said it is still will work with Amazon Web Services.
