The Rise of Big Models: Exploring the Complexities of Cloud Computing and AI Applications

Vincent Hsu

Vincent Hsu

Oct 07, 20235 min read

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The Rise of Big Models: Exploring the Complexities of Cloud Computing and AI Applications

In recent years, big models have taken the AI world by storm. From OpenAI's ChatGPT to Anthropic's Claude, these large-scale models have revolutionized the way we approach natural language processing and machine learning. However, despite the hype surrounding these models, there are still challenges that need to be addressed before they can reach their full potential.

One of the main reasons why killer applications for big models have yet to emerge is the need for a strategic approach. Instead of focusing solely on how AI can replace human tasks or be applied to various business operations, it is crucial to maintain a deep understanding of the underlying technologies and applications. By doing so, we can develop unique insights and perspectives that will pave the way for future innovations.

This strategic approach is exemplified by the recent investments made by tech giants like Amazon. In September, Amazon announced a staggering $4 billion investment in Anthropic, a major competitor to OpenAI and the creator of the ChatGPT rival, Claude. While this investment may seem like a move to secure customers for Amazon Web Services (AWS), it also highlights Amazon's commitment to developing its own AI chips.

Anthropic, in collaboration with AWS, plans to utilize AWS Trainium and Inferentia chips for building, training, and deploying their future base models. This partnership not only deepens the cooperation between the two companies but also accelerates the development of Amazon's proprietary AI chips. By investing in Anthropic, Amazon is learning how to navigate the world of big models and simultaneously challenging NVIDIA's dominance in the GPU market.

Moreover, Amazon's refusal to lease NVIDIA servers through cloud providers suggests a desire to upgrade their AI chips. As the era of big models unfolds, Amazon's core competitiveness in the cloud computing market lies in its AI chips. By investing in the development of their own chips, Amazon aims to enhance the performance and efficiency of their cloud services, ultimately solidifying their position as the industry leader.

So, what does Amazon hope to achieve with this massive investment in Anthropic? On the surface, it may seem like a move to attract customers. As big model companies and AI application enterprises become the biggest clients in the cloud computing industry, securing their business becomes of utmost importance for cloud providers. This year, Google, Microsoft, AWS, Oracle, and NVIDIA have all strategically invested in big model companies to lock in customers, despite the financial controversy surrounding these investments.

For Amazon, the investment in Anthropic serves as a tuition fee to learn how to develop big models and compete with OpenAI. It also presents an opportunity to research and develop AI chips that can potentially surpass NVIDIA's GPUs. While GPUs have been heavily modified to suit the needs of training neural networks, they were not originally designed for this purpose. Therefore, Amazon aims to create AI chips that are optimized for big model training, providing a more efficient and effective solution.

Andy Jassy, CEO of Amazon, further supports this notion, stating, "We believe that through deeper collaboration, we can help improve many short-term and long-term customer experiences." These experiences refer to the development of big models and proprietary AI chips. By investing in Anthropic, Amazon gains valuable insights and expertise that will contribute to the improvement of customer experiences across various domains.

However, Amazon's journey in the big model landscape hasn't been without its challenges. The release of their own big model, Titan, was met with criticism from one of their typical customers, highlighting the need for further development. As a result, Amazon has shifted its focus towards promoting the Amazon Bedrock platform, which allows customers to access services from various big model vendors, including Anthropic.

Additionally, Amazon aims to stabilize its position in the cloud computing market. With the advent of big models, cloud computing faces new challenges that require the exploration of innovative technologies to achieve faster inference capabilities. In this regard, Amazon has been a pioneer in developing custom data center chips and servers that offer higher speeds and energy efficiency.

By collaborating with Anthropic, Amazon gains valuable insights into which workloads are best suited for specific processors. This partnership serves as a means to understand the intricacies of big models and their application in different scenarios. According to The Information, out of the 69 companies in the generative AI database, 32 use Amazon, 26 use Google, and 13 use Microsoft as their cloud providers. This highlights the complex landscape of cloud computing, big models, and AI applications, where cooperation and competition intertwine.

In conclusion, the rise of big models has presented both opportunities and challenges for the tech industry. While killer applications for these models have yet to emerge, strategic investments and collaborations, such as Amazon's partnership with Anthropic, are paving the way for future innovations. To fully capitalize on the potential of big models, it is crucial to maintain a deep understanding of the underlying technologies, foster unique insights, and continuously push the boundaries of AI chip development. By doing so, we can unlock the true power of big models and revolutionize the way we approach AI applications in the cloud computing era.

Actionable advice:

  • 1. Foster a strategic mindset: Instead of solely focusing on the immediate applications of AI, take the time to understand the underlying technologies and observe the developments in the field. This will enable you to form unique and profound insights that can drive innovation.
  • 2. Embrace collaboration: In the complex landscape of big models and cloud computing, collaborations and partnerships are crucial. Seek opportunities to collaborate with other industry players to accelerate the development of AI applications and unlock new possibilities.
  • 3. Invest in AI chip development: As big models become more prevalent, the need for optimized AI chips is paramount. Consider investing in the research and development of AI chips that are tailored specifically for big model training and inference. This will enhance the performance and efficiency of AI applications and provide a competitive edge in the market.

Resource:

  1. "除了ChatGPT,大模型杀手级应用还没有跑出来的原因是什么?", https://www.8btc.com/article/6826250 (Glasp)
  2. "280 亿!亚马逊投了 OpenAI 最大敌人", https://www.8btc.com/article/6833996 (Glasp)

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