Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
… Azure’s AI outperformance over peers is entirely driven by its OpenAI partnership. As of Q2 2025 June 2025 , all of OpenAI’s $10B cloud spending is booked by Azure. …
… Azure’s AI outperformance over peers is entirely driven by its OpenAI partnership. As of Q2 2025 June 2025 , all of OpenAI’s $10B cloud spending is booked by Azure. …
… Note that OpenAI does complain a lot about Azure’s reliability for giant clusters, but OpenAI has extremely high standards for reliability since they have such giant clusters. …
… By comparison, the dual-die R200 chip offers 33.3 PFLOPS of FP4 dense and 288GB of HBM offering 20.5 TB/s of memory bandwidth. …