Amazon-Anthropic $100B Deal: 5GW of AWS Trainium Compute
April 22, 2026
Amazon invests up to $25 billion in Anthropic as Anthropic commits $100 billion to AWS over 10 years for up to 5 GW of Trainium2 and Trainium3 compute.
#custom-silicon
Meta-Broadcom MTIA Deal: 1GW of 2nm Custom AI Silicon
April 21, 2026
Meta and Broadcom extended their MTIA chip partnership through 2029, starting with over 1 GW of custom silicon on the industry's first 2nm AI accelerator.
The Custom AI Chip Race in 2026: Meta, Google, Amazon, and Microsoft vs. Nvidia
March 25, 2026
The custom AI chip race in 2026 — Meta MTIA, Google TPU, Amazon Trainium, Microsoft Maia vs. Nvidia. Strategy, cost, supply, and workload fit for each.