Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion
Jeremie Eliahou Ontiveros
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models
Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, generating ~60% of group profits, and dominating the lucrative Cloud Computing market. But it struggles to translate this strength into the new..