AI data center supply chain news — week 35, 2025

1 item · 2025-09-03 ·all news · newer: week 36, 2025 (2) · older: week 33, 2025 (1)

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Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion — SemiAnalysis, 2025-09-03
The article discusses Amazon's AWS and Anthropic's efforts to build out multi-gigawatt AI infrastructure, noting that while AWS dominates cloud profits, its transition to the new XPU/GPU era presents challenges.
Merchant GPUs / accelerators, Hyperscaler custom ASICs, Rack-scale systems, Amazon (AWS), Anthropic, Microsoft

Covered this week

Parts: Merchant GPUs / accelerators, Hyperscaler custom ASICs, Rack-scale systems

Companies: Amazon (AWS), Anthropic, Microsoft

Headlines link out to the original publisher. Placement of a story against a part or company is an editorial mapping, not a disclosure — see sources & method.