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Anthropic said Monday it will be spending more than $100 billion on Amazon Web Services technologies.
Anthropic will spend $100 billion on AWS technologies over the next decade for Claude models.
KEY POINTS
- Marvell is ramping production for Amazon's Trainium 3 and is expected to supply Trainium 4.
- RBC Capital Markets raised Marvell's price target from $115 to $170 due to AWS/Anthropic demand.
- Astera Labs' Scorpio-X switches will support Amazon Trainium 3 XPU ramp in the second half of 2026.
COMPANIES
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