…We are committing more than $100 billion over the next ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude. The commitment spans Graviton and…
…The latest agreement will see Anthropic promising to spend more than $100 billion on AWS technologies over the coming decade. It will secure up to 5 gigawatts of current and future chip…
…Google, AWS, and Microsoft as well as direct API revenues. But early this year, OpenAI’s revenues stumbled a bit (dropping from a $25 billion ARR to a $24 billion ARR, while…
…Broadcom CEO Hock Tan recently shared his opinion that hyperscalers don’t have the skill to create custom accelerators and predicted Broadcom’s chip business will therefore win over $100 billion of…
…Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over…
…AWS reported that its custom silicon business, including Arm-based Graviton alongside Trainium and Nitro, is now running at more than $20 billion annually and growing triple-digit year-over-year. Anthropic…
…The company’s Series G funding round came in at $1.1 billion in October 2025 , pushing its valuation up to $8.1 billion, and another $1 billion in Series H funding…
…At the prevailing price that AWS is paying – call it $30 billion per gigawatt – that is $180 billion to add 6 gigawatts. So, the $200 billion that Amazon will spend on capex…
…6.9 billion acquisition of Mellanox Technologies way back in April 2020 . It could turn out, as we have said, that under the strategic partnership that Marvell (and therefore AWS and any…
…Oracle has increased its borrowing by $50 billion to help build datacenters for OpenAI in a $300 billion cloud deal . How will all this debt and investment be paid back? "A unified…