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. …
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xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
… 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. …
Meta Superintelligence - Leadership Compute, Talent, and Data
… Leveraging our proprietary Accelerator Industry Model and Datacenter Industry Model , we forecast a meaningful step up in GenAI investment from Meta in the coming years. …
Scaling the Memory Wall: The Rise and Roadmap of HBM
… For a detailed, chip-by-chip bit forecast, refer to our Accelerator Model . …