Anthropic · OpenAI · Nvidia · Amazon · SpaceX · Elon Musk · The Register
AWS reportedly to tuck Elon Musk's Grok into Bedrock, despite zero enterprise demand
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The energy drink of frontier models.
Key facts
- With OpenAI: an existing $38 billion agreement expanded by another $100 billion, OpenAI committing to roughly two gigawatts of Trainium, and Amazon writing a $50 billion check on top
- Against the roughly $200 billion in capex Amazon is torching in 2026, getting frontier labs to pre-commit to the silicon is about the only thing that makes that spreadsheet survivable
- Amazon Leo
- Amazon's own years-later answer to Starlink
- is out there signing Delta, JetBlue, AT&T, Vodafone, and NASA
- Which is awkward, because Business Insider reported this week that AWS is "in talks" to add SpaceX's Grok models to Bedrock, joining Anthropic, Meta, Cohere, and the OpenAI models AWS is bolting
Summary
A security lead at a large enterprise* told me last week, when the reporter asked whether they had any interest in Grok: "The revenge porn edgelord LLM? A couple of other people the reporter put the question to seemed genuinely surprised the reporter would brought it up at all, the way you'd react if someone wandered into a board meeting and asked whether anyone wanted to expense a timeshare. So that's the current state of enterprise demand for Grok, as measured by the unscientific but reliable method of asking the people who sign the cloud contracts. Which is awkward, because Business Insider reported this week that AWS is "in talks" to add SpaceX's Grok models to Bedrock, joining Anthropic, Meta, Cohere, and the OpenAI models AWS is bolting on. Let me dispatch the obvious objection: maybe nobody wants Grok because they haven't tried it, and it's secretly excellent.