Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
… Anthropic is the clear outperformer in 2025 in the GenAI market, with revenue surging from $1B to $5B annualized. …
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xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
… From what we can track externally, Ani was a huge boon for Grok app revenue but even growth in that revenue stream has flattened out in recent months. Ani needs more gacha to grow revenue further. …
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
… This includes expected revenue from the H20 and newer China specific chips on the horizon. …
Scaling the Memory Wall: The Rise and Roadmap of HBM
… It includes projections for revenue and bit demand by memory vendor, as well as wafer starts and TSV capacity, broken down by supplier. …
The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs
… Jensen Huang, Chief Revenue Destroyer Jensen Huang, Chief Revenue Destroyer, said last week, “When Blackwells start shipping in volume, you couldn’t even give Hoppers away.” Back in April 2024, our pricing model in the AI Cloud Total Cost of Ownership Model suggested such an outcome. …