Amazon(US:AMZN) Sou Hu Cai Jing·2025-09-23 15:46Core Viewpoint - The AI industry is facing significant geopolitical tensions, exemplified by Anthropic's decision to restrict access to its AI tool, Claude, for companies with Chinese capital, raising concerns about the implications for global AI development and collaboration [1][2][24]. Group 1: Anthropic's Decision - Anthropic's announcement effectively blacklists companies based on their capital background, marking a shift from performance-based access to politically motivated restrictions [1][2]. - This move has caused panic among Chinese companies that rely on Claude for critical operations, highlighting the fragility of trust in AI infrastructure [4][24]. Group 2: AWS's Strategic Move - In response to Anthropic's ban, AWS has added Chinese AI models Qwen3 and DeepSeek to its Amazon Bedrock platform, allowing global access without the need for compliance concerns [5][6][22]. - This action is seen as a direct challenge to Anthropic's approach, promoting a "model free market" that contrasts with the restrictive practices of other cloud providers [6][12]. Group 3: Implications for the AI Landscape - AWS's strategy emphasizes the importance of model distribution rights, positioning itself as a central player in the AI ecosystem by allowing diverse models to be accessible regardless of their origin [15][19]. - The introduction of Chinese models into AWS's offerings provides a significant opportunity for Chinese AI to enter the global market without relying on traditional partnerships or connections [20][23]. Group 4: The New Reality of AI - The current landscape indicates that AI is no longer a neutral technology; access to models is increasingly determined by geopolitical affiliations rather than technical merit [24][26]. - AWS's approach offers a semblance of neutrality, allowing clients to choose from a variety of models, thus maintaining a degree of freedom in a divided technological environment [25][27].