Amazon Web Services (AMZN) is teaming up with Oracle (ORCL) in a new strategic partnership, launching Oracle Database@AWS. AWS CEO Matt Garman says the...
. AWS CEO Matt Garman says the partnership was driven by the desire to offer something unique and valuable to customers.
And, uh So we sat down with the team and thought of How do we deliver a product that would be unique and interesting and bring that value? Is it something where you all are kind of offering a lot of different competitive L MS to customers instead of going full force on your own? And so we had this vision from the very beginning about how do you build a platform that helps people go and build interesting A. I applications on top of AWS, And so that is how we're very excited about that now.Many of those models and customers love using anthropic models, which are today the best performing models out there in the world, and and I believe Dario is speaking at this conference and they're fantastic partner of ours.
Um, but our focus is how do we help customers get the most value out of the applications that they're building?Some competitors in the space have been very proactive on having a first party lm like Google with Gemini, for example, What is your thinking on that strategically for Amazon? That's a very different position for your partners than starting from Hey, there's a bunch of models come and pick the best one and so we're we're kind of partner first on that front, and it doesn't mean that we won't have our own because we do have our own models.
Really, it's We go invest in infrastructure, we invest in compute, we invest in databases, we invest in technology and then customers come and they they pay us by the hour for it.It's growing really rapidly. Um, the more you can have some of these other pieces that are not just the model, I think the model is the first thing that the the world has built.
And so inferential is the chip that's specifically built for a I inference, and that's now been on the market for about four or five years. And that is a platform that we feel incredibly excited about for really large training clusters where customers can get outsized price performance gains, um, relative to the the traditional, um, platforms that they've been using around NVIDIA.
Like I said, I actually think there's gonna be use cases for both overtime, So I don't I don't know that we'll ever be fully reliant on them because I think that the NVIDIA team builds some great processors and some great some great products, and they execute really well. The more we talk to customers, they realise that if they can move their data from these, uh, data islands when they're on prem or their mainframes or databases and move all of those into the cloud so that they're accessible, Um, and labelled in a way that they can actually get value from all of those sources of data.And I think a I is one of those things that's gonna encourage people to do that faster.
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