Amazon – With the Anthropic mega deal the cloud giant catapults itself to the top of the AI infrastructure league!

With the announced mega investment of up to 25 billion USD in Anthropic , I see Amazon clearly on the path to establish itself as the dominant AI infrastructure power in the Western world. The return is near-spectacular: Anthropic commits to invest over 100 billion USD in AWS capacities over the next ten years – for me, this is an almost ideal strategic coup that will generate long-term predictable billions in revenue for the cloud division. At the same time , this deal validates its in-house Trainium chip strategy and positions Amazon as a...