This summer, Amazon’s cloud business struggled to keep pace with surging AI demand and missed out on real revenue for its flagship AI product.
Amazon Web Services’s Bedrock service sits at the center of the company’s AI push. It lets developers tap into powerful models, including Anthropic’s Claude and Meta’s Llama.
But over the summer, Bedrock hit “critical capacity constraints” that drove some customers to rival services, such as Google‘s cloud service, according to an internal July document obtained by Business Insider.
The shortages led to tens of millions of dollars in lost or delayed revenue. Epic Games shifted a $10 million Fortnite project to Google Cloud after AWS failed to provide enough quota for Bedrock, according to the document. (Quota limits control how much intelligence customers can access via AI cloud services).
Oil trader Vitol weighed moving some projects away from AWS, a decision that risked a $3.5 million revenue hit amid “prolonged…
