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Amazon Restructures AI Strategy to Focus on Infrastructure and Hosting Competitors' Models

Executive move Provisional 72% confidence first seen

Amazon is scaling back its in-house Nova AI models and closing its AGI Lab, consolidating resources toward a single frontier model expected in fall 2026. The company is redirecting its focus toward providing cloud infrastructure for competitors OpenAI and Anthropic through major partnerships, rather than competing directly with its own flagship AI models.

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