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Open original source ↗AWS cloud revenue projections can actually be mapped if you follow they datacenter builds, accelerator purchases, and flow through to rental income of specific clients.
Yippit can never do this.
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Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models https://t.co/GzZVZHip0V
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