As part of its Amazon partnership, OpenAI plans to develop a new “stateful runtime environment” where OpenAI models will run on Amazon’s Bedrock platform. The company will also expand its previously announced AWS partnership, which committed $38 billion in compute services, by $100 billion. OpenAI has committed to consuming at least 2GW of AWS Tranium compute as part of the deal, and also plans to build custom models to support Amazon consumer products.
更值得关注的，是Anthropic这一个月干了什么。它发布了Claude Cowork——一个能直接接入企业Google Drive、邮件、合同系统的AI Agent，帮财务建模、帮法务审合同、帮HR写招聘材料。消息出来之后，Salesforce、ServiceNow、Intuit这些传统企业软件公司的股价集体大跌。市场在用股价说一件事：如果AI能直接完成这些工作，那些靠卖软件席位赚钱的公司，商业模式的地基开始松动了。，详情可参考51吃瓜
。关于这个话题，safew官方下载提供了深入分析
Impounded Russia-linked yachts lose €580mn in value，更多细节参见爱思助手下载最新版本
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