Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 306.55

+0.4%

4:00 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Return to Sender

From: Julius Wong	9/4/2025 3:58:21 PM
	1 Recommendation of 95327

Amazon perks up as Anthropic partnership drives data center buildout, Trainium ramp Sep. 04, 2025 11:18 AM ET By: Brandon Evans, SA News Editor Amazon (NASDAQ: AMZN) shares perked up 3% during Thursday trading as its relationship with the artificial intelligence startup Anthropic is helping to drive its data center buildout and the upcoming ramp of its in-house Trainium chip. SemiAnalysis reported Amazon Web Services is currently building three data center campuses for Anthropic, which will total 1.3 gigawatts of capacity. These centers are expected to primarily utilize Amazon's Trainium chips. Amazon's data centers will hold the largest cluster of non-Nvidia ( NVDA) AI chips, with nearly 1M Trainium2 chips in its biggest campus. Although the chips do not possess the power of Nvidia's most powerful processors, Anthropic was involved in the design process, meaning these chips deliver specifically what Anthropic needs to run its large language models, the report said. Barclays analyst Ross Sandler also identified the potential for an acceleration in Amazon's revenue in the quarters ahead due in part to contributions from Anthropic. Anthropic's primary revenue driver stems from high-value enterprise deals, which contrasts with competitor OpenAI's individual consumer approach through ChatGPT subscriptions

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next