Amazon Eyes OpenAI, Nova After Anthropic Price Hike

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- Amazon is weighing using OpenAI's models and its own Nova models to cut costs, after Anthropic raised prices for using its models in Amazon products, sources said.
- Anthropic is growing into a leading AI model provider for enterprises and has been flexing its pricing power with customers, according to sources cited by The Information.
Why it matters: Amazon's exploration of OpenAI and its own Nova models signals a cost-driven shift in its AI stack that could erode Anthropic's leverage as a key model supplier inside Amazon's products. For Anthropic, losing embedded placement at a major customer would undercut the enterprise momentum sources describe it as building.



