nextplatform.com
May 1, 2026
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
AI-summarised brief · reviewed before publication
Amazon Web Services will become an original equipment manufacturer, similar to Google and possibly Microsoft, allowing large customers to buy and own infrastructure. Anthropic, a large AI model maker, plans to purchase Trainium systems from AWS and install them in its own datacenters, reducing costs. AWS has a deal with Anthropic to provide 5 gigawatts of Trainium capacity by 2036. This move enables Anthropic to stop paying cloud premiums and own its infrastructure.
💡 Why It Matters
- · By becoming an OEM, AWS can retain large customers like Anthropic, which would otherwise take their business elsewhere to reduce infrastructure costs.
- · This strategy allows AWS to maintain its revenue stream from key clients.