The Information's TITV China Breaking Free from Nvidia, AWS re:Invent 2025, 2025 Gift Guide | Dec 1, 2025
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Dec 1, 2025 
Kevin McLaughlin, an enterprise software reporter, dives into AWS re:Invent and Amazon's new Nova AI model, detailing the competition with Bedrock. Qianer Liu discusses China's ambitious push to curb NVIDIA reliance and promote its domestic chip industry, while exploring the implications for the US-China tech rivalry. Ryan Jones shares insights on Flighty's accurate flight-tracking using pilot-grade data, and Bianca Gates reveals Birdies' unique holiday sales strategy in the footwear market, blending style and comfort.
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AWS's Nova Aims To Be Multimodal Competitor
- AWS is pushing a new Nova model that handles video, images, speech, and text as a direct competitor to Google and OpenAI.
- Amazon will sell Nova via Bedrock alongside third-party models like Anthropic and Meta.
AWS Lost Early AI Mindshare Despite Cloud Dominance
- AWS was an early leader in cloud ML but fell behind when large generative models surged after ChatGPT.
- Passing early deep partnership opportunities with OpenAI and Anthropic contributed to a perception that AWS lagged.
Amazon Bets Chips And Agents To Catch Up
- Amazon is promoting Bedrock Agent Core and Tranium chips to compete with Google's TPU and agent offerings.
- Tranium has iterated through issues; Anthropic will be a major Tranium customer on Project Rainier.