Nick Trenkler
- nvidia has put ~$30b into openai
- xai is giving tens of thousands of gpus to cursor
- amazon is committing up to 5 gigawatts of trainium capacity and $100b in aws spend with anthropic
this isn’t marketing. it’s pre-buying the future: who trains the models decides where inference runs.
compute is the new currency. distribution is the real prize.
.@AnthropicAI to secure up to 5 gigawatts of current and future Amazon Trainium chips and commits to spend more than $100 billion on @awscloud technologies over the next 10 years, expanding Amazon and Anthropic's strategic collaboration. https://t.co/SXRU8Kjzfe
— Amazon (@amazon) April 20, 2026
