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The Cloud Wars Are Getting Spicy: Why Musk Is Throwing Shade at Amazon's AI Bet
Elon Musk just took a public dig at Anthropic, and honestly? It’s not just trash talk—there’s real strategy behind it.
Here’s what’s happening: Amazon pumped billions into Anthropic and built it into AWS’s AI backbone (through Amazon Bedrock). Meanwhile, Musk’s xAI is trying to eat their lunch with Grok. His recent X post basically said Anthropic is boxed in with no real shot at scaling beyond AWS.
Is he onto something? Check the growth numbers:
That’s the real story. AWS is still the biggest player by absolute size, but its growth engine is sputtering compared to Microsoft and Google. And Amazon’s bet on Anthropic/Claude isn’t gaining the same traction as ChatGPT or Gemini.
Should Amazon investors panic? Probably not yet. AWS still prints cash, and Amazon’s spinning that into robotics and other AI plays. But Musk’s jab highlights a real weakness: while competitors are sprinting, Amazon’s cloud division is jogging.
The checkmate call? Premature. But the scoreboard definitely favors the faster teams.