Amazon’s DeSantis says Nova2 has about 50,000 customers as AWS pushes to catch OpenAI and Anthropic

Amazon executive Peter DeSantis said Nova2, the company’s latest AI model launched in December, now has about 50,000 customers but has not yet reached the frontier level of the most demanding workloads. He said Amazon is accelerating efforts to compete with OpenAI and Anthropic in the coming year, while pursuing a two-track strategy that pairs Bedrock’s model marketplace with in-house model development, according to CNBC. DeSantis also underscored the importance of Amazon-designed Trainium and Graviton chips for AI infrastructure and left open the possibility of selling those technologies outside AWS over time. The update has reinforced expectations for continued growth in AWS’s AI cloud business and sustained AI capital spending.