An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence
Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. X: @rohanpaul_ai and @dylan522p X: Rohan Paul / @rohanpaul_ai : AWS is betting heavily on its custom Trainium chips, with Anthropic as the anchor customer, to regain momentum in the AI cloud race. ~ A solid Semi Analysis report. AWS is building multi-gigawatt data centers packed with Trainium2 hardware, designed to give a better cost per [image] Dylan Patel / @dylan522p : AWS cloud revenue projections can actually be mapped if you follow they datacenter builds, accelerator purchases, and flow through to rental income of specific clients. Yippit can never do this.