AWS dominated cloud computing but watched the GenAI boom from the sidelines. Microsoft went all in on OpenAI. Google doubled down on DeepMind. Amazon looked behind. Until now.
This episode covers the real story behind AWS’s AI resurgence, driven by its new powerhouse partner Anthropic. Billions in custom silicon orders. Massive multi-gigawatt training builds. A full-stack commitment to Trainium2, tuned for reinforcement learning at extreme scale.
We unpack why memory bandwidth is the new battleground, how co-designed chips and models tilt the TCO equation, and why this partnership might redraw the map of AI infrastructure.
This is not a pivot. This is a power move.
