应对谷歌挑战，亚马逊AWS紧急重构AI云服务

Core Insights - AWS is preparing a comprehensive upgrade of its AI cloud platform "Bedrock" due to customer attrition and competition from Google Cloud and Microsoft Azure [1][6] - The upgrade aims to enhance flexibility and usability for building AI agents, which are seen as a significant growth opportunity for AWS [2][6] Group 1: Current Challenges - AWS is facing pressure as customers find Google Cloud and Microsoft Azure easier to use for developing AI applications, particularly with open-source software [2][3] - Bedrock currently has limited model selection and lacks compatibility with OpenAI models, making it cumbersome for customers to operate across multiple cloud platforms [2][3] - Some customers have turned to alternative open-source tools from startups like Hugging Face and PydanticAI, bypassing AWS for their AI development needs [3] Group 2: Upgrade Plans - The upcoming Bedrock upgrade will focus on making the platform more open and flexible, allowing easier access to various AI models and development tools [4][5] - AWS has also released a set of open-source development tools called Strands Agents to facilitate the creation of AI agents using text prompts [4] Group 3: Competitive Landscape - The upgrade is part of a broader competitive landscape where AI applications are critical for cloud service providers due to their high profit margins [6] - AWS aims to retain its enterprise customers and prevent them from migrating to competitors like Microsoft and Google, which have seen faster revenue growth in AI [6]