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Public story · 2026-03-22 · source-backed
TechCrunch toured Amazon's Trainium lab. Trainium2 is now a multi-billion dollar business growing 150% QoQ with 1.4M chips deployed. Anthropic runs Claude on over 1 million. Apple is testing Trainium. AWS custom silicon is the first structural threat to NVIDIA's near-monopoly. Source
Each link below shares sources, entities, or timing with this story.
Announced August 31, with MediaTek adopting NVLink Fusion so custom accelerators built for hyperscalers still plug into Nvidia rack-scale systems, plus extensions to the existing RTX Spark and DGX Spark PC chip work and MediaTek's Dimensity Auto line (TechCrunch). Nvidia is co...
DoD added custom builds of OpenAI's and xAI's models to the secure portal it launched last year with Google Gemini, exempting military versions from consumer data collection (TechCrunch). 1.7 million of 3 million personnel have onboarded, with Grok for Government shipping reas...
NVHBM, announced August 26, relocates NVIDIA's custom memory controller from the compute chip into the HBM base die, claiming up to 30% more bandwidth than standard HBM4E, 15% lower HBM power, and up to 25% more freed area on the XPU compute die (NVIDIA). Next-generation Train...
Huang used his inaugural X post on July 24 to publish "Open Weights and American AI Leadership," a three-page letter on Nvidia's own servers signed by 25 companies including Meta, Microsoft, IBM, Mistral, Mozilla, Hugging Face, a16z, Palantir and the Linux Foundation. Within a...
The deal includes $5B immediate plus up to $20B milestone-tied investment. Anthropic commits $100B+ over ten years to AWS. Run-rate revenue confirmed above $30B, up from ~$9B at end of 2025. Anthropic's revenue growth puts it past OpenAI while spending roughly 4x less on train...
TechCrunch reported July 15 that Ode, the $1.5B JV between Anthropic, Blackstone, Hellman & Friedman and Goldman Sachs, is staffing ~100 elite generalist engineers, over half former founders, to embed inside customer orgs and build Claude-first systems end to end. CEO Chris Ta...
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