Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, generating ~60% of group profits, and dominating the lucrative Cloud Computing market. But it…
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https://semianalysis.com/2025/09/03/amazons-ai-resurgence-aws-anthropics-multi-gigawatt-trainium-expansion/