Anthropic expands Amazon partnership to secure up to 5GW of compute for Claude, with capacity ramping this quarter and nearly 1GW expected online by end of 2026

5GW committed, majority on Trainium — roughly a quarter of Bitcoin's annual energy draw earmarked for one model lab on non-Nvidia silicon. Akash and Render keep pitching themselves as the answer to AI compute bottlenecks; deals this size show training is consolidating into 3-4 hyperscaler alliances while DePIN networks pick up inference scraps. The Nvidia moat thins every time AWS ships another Trainium cluster, and the power-sourcing story for 5GW at this pace is going to get interesting fast.

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