Collection

Tag: trainium

Amazon’s 2026 Capex Plan: Investing About $200 Billion Across AI, Chips, Robotics, and Infrastructure

Amazon's plan to spend about $200 billion in 2026 shows how AI capex spreads beyond GPUs into custom chips, data centers, robotics, networking, and satellite infrastructure while compressing free cash flow in the near term.

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Anthropic and AWS: The $100 Billion Compute Commitment That Turns Model Training Into Infrastructure Finance

Anthropic's commitment to spend more than $100 billion on AWS technologies over ten years converts model-company growth into a long-duration infrastructure contract, while Amazon simultaneously increases its equity exposure to Anthropic.

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