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Amazon will invest up to $25 billion more in Anthropic to expand AI infrastructure. The deal deepens their partnership around AWS and custom AI chips.
Amazon CEO Andy Jassy used his annual letter to highlight surging demand for its Trainium AI chips and justify massive infrastructure spending. The message signals intensifying competition with Nvidia and Intel.
AWS AI Factories bring dedicated AI infrastructure directly into customer data centers, enabling enterprises and governments to rapidly develop and deploy AI applications while meeting data sovereignty and regulatory requirements.