Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
… Anthropic is the clear outperformer in 2025 in the GenAI market, with revenue surging from $1B to $5B annualized. …
… Anthropic is the clear outperformer in 2025 in the GenAI market, with revenue surging from $1B to $5B annualized. …
… It includes projections for revenue and bit demand by memory vendor, as well as wafer starts and TSV capacity, broken down by supplier. …