Former high-ranking $AMZN AWS employee shares his view on Bedrock, CPU/GPU demand, and why hyperscalers are in a win-win scenario when it comes to closed- or open-source models: 1. He thinks that AWS Bedrock has higher margins than AWS SageMaker, as Bedrock is not that bare-bones compute product. He talks about a 15% margin add-on when you go up a level in the compute stack. 2. He gives the hypothetical example of the split in revenue when a customer spends on AWS Bedrock and uses Anthropic as an underlying model. First, there is the split that AWS takes for bringing a customer to Anthropic: 20%; then there is 40% that Anthropic might take, and 40% goes back to AWS to run and operate that model. 3. AWS, GCP, and Azure are able to provide holistic levels instead of just a single servi
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