en.Wedoany.com Reported - Amazon is looking for cheaper AI alternatives to Anthropic's Claude model, as the company moves to a token-based pricing model after contract renegotiations. This model could significantly increase Amazon's AI usage costs. The new pricing structure will not take effect until next year, but Amazon is already considering other options, including OpenAI.
Amazon relies heavily on Anthropic's models. Its coding agent Kiro, work assistant Quick, and consumer-facing Alexa for Shopping all use Anthropic's models. This reliance will become more costly under the token-based billing model. Amazon previously removed an internal leaderboard that encouraged employees to consume as many AI tokens as possible.
In its search for cheaper models, Amazon has turned to OpenAI, with which it has already grown closer. Earlier this year, Amazon committed $50 billion to OpenAI, allowing the AI lab to use its cloud infrastructure in exchange for model access. Before this deal, Amazon initially invested $4 billion in Anthropic, a figure that has since grown to a potential $33 billion.
Meanwhile, Anthropic is also expanding partnerships beyond Amazon. The company has committed to spending $200 billion on Google Cloud and chips over the next five years. This deal makes Google a major infrastructure partner alongside AWS. Amazon's latest $25 billion investment in Anthropic includes a reciprocal commitment to spend over $100 billion on AWS, but Google's arrangement shows Anthropic is no longer dependent on a single cloud provider.
Last month, the U.S. government ordered Anthropic to shut down its Fable 5 and Mythos 5 models, following a security report submitted by Amazon. Amazon CEO Andy Jassy told government officials that the company's researchers had used Fable 5 to obtain information useful for cyberattacks. The timing has raised questions, as Amazon is preparing to launch its own AI agent focused on cybersecurity.
The contract dispute, the shift toward OpenAI, and the Fable 5 incident collectively indicate that the relationship between Amazon and Anthropic has entered a more adversarial phase. Amazon remains one of Anthropic's largest investors and cloud customers, but both sides now have reasons to reduce their reliance on each other. For the entire AI industry, the breakdown of this prominent partnership between an investor and a model provider will redraw the competitive landscape.
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