4 Technical Logs Found
Google's $40B investment follows Amazon's $33B by four days. Anthropic has now raised over $100B from companies that all make competing AI products. Here's the conflict no one is calling out.
On April 20, 2026, Amazon expanded its Anthropic investment to $33B total. Anthropic committed $100B to AWS over 10 years and 5GW of Trainium compute. Claude is now natively embedded in AWS for 100,000+ enterprises. Here's what it means for your data.
Microsoft, Google, Amazon, and Meta are signing long-term deals with nuclear energy companies to power AI data centres. AI's next bottleneck is electricity — and Big Tech is treating energy as a strategic moat.
Andy Jassy's April 9, 2026 shareholder letter reveals AWS AI revenue hit $15B run rate in Q1, Amazon's custom chip division (Trainium, Graviton, Nitro) generates $20B+ annually, Trainium3 is already sold out. 'Virtually all AI has been done on Nvidia chips — a new shift has started.'
