Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
… AWS isn’t waiting standing still – they're already breaking ground on upcoming GW-scale datacenters to capture this growth. …
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Scaling the Memory Wall: The Rise and Roadmap of HBM
… Explosive Bit Demand We can see the huge growth in HBM bit demand that has come alongside AI accelerator demand. …
Meta Superintelligence - Leadership Compute, Talent, and Data
… 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… …