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AI Markets

Anthropic’s $100 Billion AWS Bet Reveals AI’s Infrastructure Endgame

A decade-long compute commitment consolidates cloud power as AI labs sacrifice strategic flexibility for guaranteed capacity.

6 min read ·
AI Markets

Microsoft threatens legal action over Amazon’s $50B OpenAI cloud deal

Dispute over API exclusivity could redefine cloud vendor rights in AI partnerships as Microsoft claims breach of Azure-only hosting terms.

8 min read ·