Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
… As of Q2 2025 June 2025 , all of OpenAI’s $10B cloud spending is booked by Azure. …
… As of Q2 2025 June 2025 , all of OpenAI’s $10B cloud spending is booked by Azure. …
… Nowhere is this clearer than in AI, in which you can spend variable costs to get a variably better answer or outcome. …
… Enterprises mainly rent GPUs from Hyperscalers + CoreWeave. Enterprises rarely rent from Emerging Neoclouds. Hyperscalers’ GPU rental prices are higher than that of Neocloud Giants and Emerging Neoclouds as Hyperscalers mainly serve the enterprise market. …