Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
… AWS GenAI underperformance To understand the causes of Amazon’s underperformance in the GenAI era, we can analyze drivers of success in the GPU/XPU cloud market. …
… AWS GenAI underperformance To understand the causes of Amazon’s underperformance in the GenAI era, we can analyze drivers of success in the GPU/XPU cloud market. …
… In addition we will also be discussing the market for H100 rentals, where it's headed from here, Hyperscaler vs Neocloud pricing, cluster level TCO, cluster returns and scenario analysis, various debates around demand, and applying this framework/analysis to Coreweave and their IPO. …