infrastructure

2 briefs

power 2026-04-25

Meta Bets Billions on AWS Chips While Cutting 8,000 Jobs

The agentic AI era needs CPUs more than GPUs, and that changes who controls the infrastructure of artificial intelligence.

power 2026-04-21

Anthropic Is Paying Amazon $100 Billion to Not Run Out of Computers

The $5 billion headline understates what actually happened: Anthropic has pledged its entire infrastructure future to AWS for a decade in exchange for being allowed to keep growing.