Amazon (NASDAQ:AMZN) shares perked up 3% during Thursday trading as its relationship with the artificial intelligence startup Anthropic is helping to drive its data center buildout and the upcoming ramp of its in-house Trainium chip.
SemiAnalysis reported Amazon Web Services is currently building three data center campuses for Anthropic, which will total 1.3 gigawatts of capacity. These centers are expected to primarily utilize Amazon’s Trainium chips. Amazon’s data centers will hold the largest cluster of non-Nvidia (NVDA) AI chips, with nearly 1M Trainium2 chips in its biggest campus.
Although the chips do not possess the power of Nvidia’s most powerful processors, Anthropic was involved in the design process, meaning these chips deliver specifically what Anthropic needs to run its large language models, the report said.
Barclays analyst Ross Sandler also identified the potential for an acceleration in Amazon’s revenue in the quarters ahead due in part to contributions from Anthropic.
Anthropic’s primary revenue driver stems from high-value enterprise deals, which contrasts with competitor OpenAI’s individual consumer approach through ChatGPT subscriptions.