… The important thing is that Amazon Ads probably has much higher operating margins than the AWS core hardware business, and it can help pay for the AI buildout. “We expect to invest about $200 billion in capital expenditures across Amazon, but predominantly in AWS because we have very high demand cu… …
… Anthropic has a tight relationship with AWS as well, and is of the 1.4 million Trainiums that AWS has deployed on its cloud as of the end of last year, Anthropic is training its Claude models and running inference against them on over 1 million Trainium2 chips. …
… To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. …
… Considering that Amazon Web Services is the biggest custom AI chip customer that Marvell has, and that AWS already has an NVLink Fusion partnership with Nvidia, and that AWS has said that the future Trainium 4 XPU will support both UALink and NVLink protocols , it stands to reason that the main par… …
… In March this year, Cerebras inked a “binding term sheet” with AWS to marry CS-3 systems to its homegrown and current Trainium 3 and as well as its future Trainium 4 AI systems, which Cerebras characterized as a multi-year deal “to bring fast inference to an even bigger scale through global distrib… …
… If current growth rates persist, Google Cloud would catch AWS, with each having more than $82 billion in revenues by Q1 2029. Google can certainly afford to invest to underpin that level of cloud revenue. …
… When the Chinese AI engine DeepSeek erupted onto the broader market earlier this year, the huge investments hyperscalers have been making in their AI infrastructure were called into question. …
… There is more tectonics ahead. google trainium tpu titan openai nvidia infrastructure gpu xpu compute cloud aws anthropic amd
… What is clear is that to service that OpenAI commitment, Microsoft is going to have to invest in AI infrastructure at the crazy rates of its peers: AWS, Google, and Meta Platforms. …
… It may have to wait for years four or five and beyond to see deep profits from its AI hardware investments. But after that, it has a vast network of AI capacity to sell to OpenAI, or any other model builder, or its enterprise customers base. …
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