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

Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, generating ~60% of group profits, and dominating the lucrative Cloud Computing market. But it struggles to translate this strength into the new GPU/XPU Cloud era. Microsoft Azure now leads the […]