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 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 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 serious...