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Amazon, Anthropic and the city sized grid

Elon Musk Podcast · April 22, 2026

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Amazon, Anthropic and the city sized grid

Elon Musk Podcast

Amazon and Anthropic have significantly expanded their strategic partnership through a massive $100 billion infrastructure agreement and an additional $25 billion investment from Amazon. As part of this deal, Anthropic has committed to using AWS as its primary cloud provider for the next decade, specifically securing massive compute capacity on Amazon's custom Trainium and Graviton chips. To facilitate these large-scale AI deployments, AWS is integrating NVIDIA NVLink Fusion technology to accelerate the performance and networking of its custom silicon. This collaboration aims to meet the surging demand for the Claude AI models while challenging established hardware leaders. Meanwhile, broader industry reports from JLL and Astera Labs highlight a global "supercycle" of data center investment and the rapid evolution of specialized smart fabric switches to support these advancing AI workloads.

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Amazon and Anthropic have significantly expanded their strategic partnership through a massive $100 billion infrastructure agreement and an additional $25 billion investment from Amazon. As part of this deal, Anthropic has committed to using AWS as its primary cloud provider for the next decade, specifically securing massive compute capacity on Amazon's custom Trainium and Graviton chips. To facilitate these large-scale AI deployments, AWS is integrating NVIDIA NVLink Fusion technology to accelerate the performance and networking of its custom silicon. This collaboration aims to meet the surging demand for the Claude AI models while challenging established hardware leaders. Meanwhile, broader industry reports from JLL and Astera Labs highlight a global "supercycle" of data center investment and the rapid evolution of specialized smart fabric switches to support these advancing AI workloads.

Published
April 22, 2026
Status
active
GUID hash
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Archive key
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Archive id
entry_bc3a49c46661ccbdc743c3331e84