World domination
- Microsoft is investing $1.5B in Abu Dhabi-based AI group G42, and according to this photo, the signing involved a Sheikh wearing sunglasses indoors. Style versus function debates aside, this continues the trend of private tech deals also acting as public geopolitical policy, whether it’s revoking licenses for Russian businesses or moving chip manufacturing away from China. This particular agreement only came after G42 severed ties with Chinese hardware providers, and is a bet on the strength of the US-UAE relationship.
- Meanwhile, OpenAI’s Sam Altman is like I DON’T NEED YOUR SUNGLASSES FRIENDS I CAN MAKE MY OWN SUNGLASSES FRIENDS. So he’s wooing Fortune 500 companies at three of his big city offices, pitching corporate applications of the technology. The company says that 92% of Fortune 500s already use the consumer version of its chatbot, ChatGPT.
- Of course, Microsoft is doing this, too, starting with Copilot’s coding assistant, which is saving engineers hundreds of hours of coding per month. Soon Copilot will save engineers from all hours of coding, ifyouknowhatImean.
- Side note: Google just launched Gemini Code Assist and CodeGemma. While they are marketed as “assistants” to engineers, they can write code on their own.
- Deloitte is launching AWS Centers of Excellence (or, Centres, if you like crumpets, tea, and irrelevant monarchies) around the world to help businesses in emerging markets move to the cloud.
- In February, AWS announced a $15B investment in Japan to support AI and cloud infrastructure. Microsoft is now coming in a distant second with a $2.9B investment in the country for the same reasons, plus skilling people. I hope the skilling sessions are held in cat cafes and everyone is in cosplay because we need more of that right now.
- Microsoft is launching an AI hub in London, which will focus on product development and research led by the newly hired Mustafa Suleyman.
Wheelin’ and dealin’
- What is the AWS plan for AI? Andy Jassy says the company has a three-layer strategy—a tiramisu of tech, if you will.
- But third parties view it a little differently. This reporter provides an in-depth analysis of where AWS will fit in the competitive AI landscape. For now, it will help businesses support and scale AI, making it more accessible. But an interesting advantage for AWS is simply the current disadvantage of Microsoft: security, which taps into businesses’ number one hurdle to AI adoption.
- Interestingly, software company Appian is working with AWS to bring generative AI to businesses, which involves combining Amazon Bedrock with Appian’s data fabric and large language models (LLMs). This “private AI” approach gives companies more control over their own data.
- It is evident, though, that a major part of the AWS strategy is to lean on what partners can offer joint customers—particularly, AWS partner Anthropic.
- First, AWS just announced that Anthropic’s Claude 3 Opus is now available on Amazon Bedrock AI foundation models service, which will help AWS better compete with the two cloud providers that ARE offering their own generative AI capabilities.
- Next, ZenDesk is collaborating with AWS and Anthropic to bring more speed, accuracy, and efficiency to its AI offerings. ZenDesk will use Anthropic’s Claude 3 family of LLMs and Amazon Bedrock to build and scale it.
- And to get more startups to use Amazon Bedrock for AI, as well as Anthropic’s AI models, AWS is giving away up to $500K in credits per startup. This is a five-fold increase in giveaways since the year prior, and tops what Microsoft and Google are offering to startups.
- Agilix Labs is collaborating with AWS for K-12, which is really just Agilix saying it operates on AWS. Thanks, that was definitely a must-know for me.
- Super-fast computing that can make scientific calculations which would otherwise take millions of years to complete today is being used to solve the climate crisis…j/k it’s for businesses that want to make more money. Microsoft and Quantinuum say they’ve made a breakthrough that brings the futuristic tech closer to the commercial sector. I can barely contain my joy.
- Is your business selling to other businesses? Do tornados and hackers have you feeling risky? Then you need the newest B2B risk management software from AWS and AXA, like, yesterday.
- OctoAI is collaborating with AWS to help developers build and deploy AI models quickly and efficiently.
Personnel Pivots
- Formerly the president of web services in Japan for AWS, Tadao Nagasaki has moved over to OpenAI as president. I wish more people had LinkedIn photos like his, just adorable.
Gossip (for nerds)
- Amazon you little sneak, sneakin’ secrets and hitting that copy + paste—now you owe $525M. A court found AWS GUILTY AS CHARGED for stealing patented data storage technology from Kove to create Amazon S3. Did you know that, with Amazon S3, you only pay for the stolen secrets you use and it’s highly elastic so you can scale all your stolen patents seamlessly?
- Microsoft has data center fever. Leaked documents reveal the company is going to use its additional IT capacity to expand—and indeed it is. Following the purchase of a big plot of land in Atlanta, the company acquired land in Johor, Malaysia. The deal is expected to be completed in 2042, only four years before an asteroid the size of a football field could hit Earth, with 1 in 600 odds. Look, I’m not weird, this is real and I don’t make the rules. Take it up with Neil deGrasse Tyson.
- Meanwhile, Microsoft is reportedly undergoing a reorg to transfer people from Teams to Copilot as part of its continued AI push.
New stuff
- AWS has partnered with nonprofit Educause to develop a new tool that will help higher education institutions determine how ready they are to adopt generative AI (which of course must happen before they figure out how to save adjunct professors from applying for food stamps). The more you read the article, the more this tool sounds like a BuzzFeed survey but I’M SURE IT’S AMAZING.
- Twist my arm, why don’t ya: AWS has typically been the cloud service provider most steadily distributing ARM chips, but now Google has entered the chat. Axion is not a body spray for men—it’s Google’s first ARM-based CPU designed in-house—and allegedly performs 30% faster than the leading ARM CPU.
- Microsoft has updated its Azure AI Search to include more storage capacity, faster speed, and improved performance, all essential for application scalability.
- Deadline Cloud, the newest shiny thing from AWS, is a fully managed service that helps customers set up, deploy, and scale rendering projects in minutes.
- AWS has released a more cost-friendly version of its Amazon Aurora database that eliminates I/O charges.
Ma’am, I’m going to have to call security
Microsoft announced its unified security operations platform for public preview which is a little LOL because:
- The Midnight Blizzard attack is still ongoing, and at the same time, the government released a scathing federal report that says Microsoft could have fully prevented the Chinese state-linked hack last year that compromised many US agencies.
- After being dubbed a national security threat, and following recent headlines like “The US Government Has a Microsoft Problem,” the tech company remediated a record 149 security flaws in April—just after it resolved a major security threat in Azure which was, of course, discovered by…not them.
- Even Microsoft has had enough of its security problems and is embarking on the biggest security reboot in 20 years. Dubbed the “Secure Future Initiative,” the company’s program will use AI to detect cyberthreats and vulnerabilities—including in Microsoft products. Just so I have this straight, the plan is to use an emerging technology we still can’t fully control to solve a major cultural and technical security issue within one of the world’s largest companies. Am I right? Is that right? Just want to make sure I’m right.
Best Friends Forever
- Volumez, which sounds like a 90s brand that makes headphones (on which you can listen to Jock Jams, naturally. I had all the volumes, believe it) has joined the AWS ISV Accelerate Program.
- New to AWS Marketplace: DeepScribe, a clinical documentation solution; b.well, which unifies data across healthcare systems; Prove, a digital identity solution; and Wing Security, which comes in honey BBQ, buffalo, and garlic parmesan.
- AWS and Salesforce continue to expand their partnership, this time by making select Salesforce products available in AWS Marketplace in the UK.
- Drata is the first compliance automation platform to achieve the AWS Security Competency.
- Cloud4C, an application-focused, cloud-managed services provider, has achieved AWS MSP status.
Miscellany
- Last Cloud cover, I mentioned that Microsoft was putting Azure IoT Central to bed without a transition plan, to the upset of Azure IoT Central die-hards. Psyche! Turns out, that was a faulty message. I suppose as far as faulty messages go, it could have been worse.