… For Amazon, it has a strategy of procuring HBM directly rather than through design partners, helping them to lower their cost. For a detailed, chip-by-chip bit forecast, refer to our Accelerator Model . …
… The partnership expanded in March 2024 with Anthropic committing to use Tranium and Inferentia chips . In November 2024 , Amazon invested an additional $4B into Anthropic, with the latter naming AWS as its primary LLM training partner . …
… Even emerging designs such as OpenAI’s chip with Broadcom stand to compete given they will be codesigned with Frontier Models in mind and with an internal workload as a backstop. …