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Snowflake Inc. SNOW dropped a one-two punch Wednesday evening: a blowout quarter and a $6 billion commitment to Amazon.com Inc. AMZN AWS that signals the company is making a clear strategic bet on where the AI infrastructure war will be won.
Amazon Web Services Inc. today detailed Project Rainer, a compute cluster powered by hundreds of thousands of its custom AWS Trainium2 chips. The company is using the system to support the artificial intelligence development efforts of Anthropic PBC.
Chip designer Alchip Technologies has expanded its use of Amazon Web Services (AWS) in its semiconductor design process. Alchip will continue to use AWS' cloud infrastructure for its semiconductor programs,
When the hyperscalers and cloud builders were smaller and the Arm collective had failed to storm the datacenter and AMD was not yet on its path to resurgence, it was Intel that controlled the cadence of new compute engine introductions into the datacenter.