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Wednesday, 4 December 2024

AWS announces Project Rainier, a cluster that will contain "hundreds of thousands" of Trainium2 chips, slated for 2025 and to be used by Anthropic (Belle Lin/Wall Street Journal)

Belle Lin / Wall Street Journal:
AWS announces Project Rainier, a cluster that will contain “hundreds of thousands” of Trainium2 chips, slated for 2025 and to be used by Anthropic  —  The company's megacluster of chips for artificial-intelligence startup Anthropic will be among the world's largest, it said …



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...