Availability through Bedrock has been a major driver in use of Anthropic in my org. And I am betting there is actual margin in it as well.

I wonder if this is directly linked to the split up with Microsoft. Just from my anecdata, OpenAI is getting completely ignored in serious enterprise deployments because what they offer on Azure sucks and there is no other corporate friendly way to get it. They probably saw themselves getting destroyed in enterprise and realised it was existential to be able to compete with Anthropic on AWS.