Anthropic’s $30B ARR Boosts AWS While Waymo Challenges Zoox Robotaxi
AMZN•Anthropic’s revenue run-rate surged from $9B to $30B, boosting AWS cloud and Trainium chip demand for Amazon's cloud unit. Waymo’s launch of its four-seat Ojai robotaxi service in San Francisco, Los Angeles and Phoenix intensifies competition for Amazon-owned Zoox.
1. Anthropic Partnership Drives AWS Demand
Anthropic’s annualized revenue run-rate jumped from $9 billion to $30 billion, significantly increasing usage of Amazon Web Services infrastructure and adoption of its Trainium inference chips, which should bolster AWS revenue growth and underline Amazon’s competitive edge in AI computing.
2. Waymo's Ojai Intensifies Competition for Zoox
Waymo unveiled its purpose-built, four-seat Ojai robotaxi, set to offer unsupervised public rides in California and Arizona starting in San Francisco, Los Angeles and Phoenix, creating heightened competitive pressure for Zoox’s entry into the driverless ridehailing market.
