Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
… We laid out our thesis a month ago to our Core Research subscribers , forecasting an upcoming acceleration beyond 20% year-over-year growth by the end of 2025. …
… We laid out our thesis a month ago to our Core Research subscribers , forecasting an upcoming acceleration beyond 20% year-over-year growth by the end of 2025. …
… From what we can track externally, Ani was a huge boon for Grok app revenue but even growth in that revenue stream has flattened out in recent months. …