Week 2025-35

other

• 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