Matt Garman

And we announced today that more than half of all tokens and inference done in Bedrock are done on Tranium 2 servers under the covers.

And so you're already seeing that benefit come.

You see the models that we're building in Nova and Nova 2 start to get better and better over time and be accelerated by Tranium.

And so we really think that there's a whole bunch of dimensions on which both our customers, our partners...

and our own products are going to get accelerated all from Tranium.

Yeah.

Well, look, our partners at Anthropic, our partnership with them is incredibly strong, and it's never been stronger.

And we do a ton of collaboration with them.

And as I mentioned, through Project Rainier, it's a huge collaboration there to go build their current generation models.

And all their models run today and launch on day one on top of Tranium and on top of AWS, which we're incredibly excited about.

And we'll continue that partnership for a long time.

I think from them, they have a huge demand for compute.

And so...

They'll go to other places where it makes sense to round out their compute needs because they just have such massive needs for compute.

And they have customers in other clouds as well.

But we're definitely their primary cloud provider and closest partner for sure.

Yeah.

I think there's always, anytime you see an industry that's growing as fast as this is right now, when you think about AI and model development and chips, there are going to be constraints no matter what.

There is more demand than there is supply.

Sometimes it's in chips, sometimes it's in power and data centers, sometimes it's in