… Searching for an anchor customer More important to AWS’ XPU business growth is the ability to secure anchor customers – the market-makers in this first wave of GenAI demand . …
… 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. …
… One reason is the allocation of capital primarily for the core business rather than pursuing superintelligence. “Our CapEx growth this year is going toward both generative AI and core business needs with the majority of overall CapEx supporting the core .” Source: Meta Q1 2025 earnings call, emphas… …