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Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion

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 . …

Sep 3, 2025 · Jeremie Eliahou Ontiveros

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Scaling the Memory Wall: The Rise and Roadmap of HBM

… This is related to the need for non-memory I/O as well. Scaling up more GPUs in a single memory-coherent domain delivers more aggregate memory capacity and bandwidth. …

Aug 12, 2025 · Dylan Patel