chips

2 briefs

launch 2026-04-12

Amazon Has a Secret $50B Chip Business. Jassy Just Told Nvidia About It.

AWS AI revenue is already above $15B a year. The chips powering it were never for sale.

drama 2026-04-12

Anthropic Is 'Exploring' Custom Chips. That Is the Most Expensive Way to Say No.

At $30B ARR and $500B valuation, Anthropic just discovered that renting compute from Google and Nvidia forever does not work. The first tapeout is at minimum five years away.