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Amazon's Bedrock success prompts a surprising question: Do you need a top model to win in AI?
- Amazon's Bedrock AI service is performing solidly, offering access to multiple third-party AI models.
- While OpenAI and others focus on proprietary models, Amazon's cloud business tries to be a neutral platform not tied to any single model.
- Bedrock's success is important as Amazon believes AI models are not in a winner-take-all market.
- Bedrock is proving to be a solid new business, according to investors and internal data obtained by Business Insider.
- AWS's spokesperson Patrick Neighorn told BI that 'tens of thousands' of customers are using Bedrock, including Intuit, Toyota, and the New York Stock Exchange.
- AWS CEO Matt Garman appears to be fine not having a fancy, home-grown AI model.
- Most services at the 'intelligent/agentic application level' will use multiple AI models.
- Last year, Amazon created a new AGI team to work on the company's 'most ambitious' large language models.
- Amazon stands to benefit from a market that is increasingly demanding multiple models.
- AWS has the broadest set of AI capabilities among cloud providers, despite not having its own frontier model.
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