AI Index / Amazon.com, Inc.
Amazon.com, Inc. (AMZN)
Amazon leans on AI extensively across its AWS cloud platform, advertising and retail businesses. With a focus on generative AI, AWS provides tools such as Amazon Bedrock for scalable model deployment and Amazon CodeWhisperer for AI-assisted code generation. These tools aim to make generative AI more accessible and adaptable for businesses, allowing users to integrate advanced AI models into applications. Additionally, AWS services like SageMaker and custom silicon solutions like Trainium are geared toward supporting diverse machine learning and AI workloads.
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Location: US
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Market Cap: $2.1T
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https://www.amazon.com
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The AWS team continues to make rapid progress in delivering AI capabilities for customers in building a substantial AI business. In the last 18 months, AWS has released nearly twice as many machine learning and GenAI features as the other leading cloud providers combined.
- Andy Jassy
Quotes from amazon Executives About Artificial Intelligence and Generative AI
AWS's AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3 times faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.
- Andy Jassy
We talk about our AI offering as three macro layers of the stack, with each layer being a giant opportunity and each is progressing rapidly.
- Andy Jassy
At the bottom layer, which is for model builders, we were the first major cloud provider to offer NVIDIA's H200 GPUs through our EC2 P5e instances.
- Andy Jassy
We're seeing significant interest in these chips, and we've gone back to our manufacturing partners multiple times to produce much more than we'd originally planned.
- Andy Jassy
At the middle layer where teams want to leverage an existing foundation model customized with their data... Amazon Bedrock has the broadest selection of leading foundation models and most compelling modules for key capabilities like model valuation, guardrails, rag and agents.
- Andy Jassy
At the application or top layer, we're continuing to see strong adoption of Amazon Q, the most capable Generative AI-powered assistant for software development and leveraging your own data.
- Andy Jassy