AWS

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Wednesday, 3 September 2025

Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion

SemiAnalysis 1 year ago 33

Amazon is building over 1.3 gigawatts of datacenter capacity in partnership with Anthropic, primarily using its custom Trainium2 chips instead of Nvidia GPUs, to power Anthropic's reinforcement learning training workloads. Anthropic's revenue grew from $1B to $5B annualized in 2025, and the company is committing tens of billions to this multi-year infrastructure deal with AWS. This partnership is expected to accelerate AWS cloud growth above 20% year-over-year by the end of 2025, reversing the company's recent underperformance in AI compared to Microsoft Azure and Google Cloud.

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TLDRocket 17 October 2026

For all the talk of AI agents that can browse, plan, and finish the job, today’s reality check is on the web itself. Users of Meta’s Muse, xAI’s Grok, OpenAI’s Dots, and Instinct have reported being blocked when agents try to take actions at major sites—turning “autonomous” into “ask permission.” The practical fix is emerging in parallel: Perplexity open-sourced SPACE, its Firecracker microVM sandbox for running agent tasks, and said median create latency fell from 185 ms to 60 ms while host-escape mitigations hit 0 of 108 red-team runs. In other words, the stack is getting more careful about where code runs and what it can do, because the outside world is increasingly saying no.

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AWS

Key players

Wednesday, 3 September 2025

Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion

Every AI story that matters, in your inbox by 8am.

Every AI story that matters,
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