Amazon's $11B data center in Indiana goes live

AI Infrastructure Expansion - Amazon is building an $11 billion data center in Indiana, completed in less than a year [1][3] - The Indiana data center houses approximately 500,000 chips and is expected to exceed 1 million Tranium 2 chips by year-end [3] - Amazon's data center, codenamed Project Rainier, is positioned as an $11 billion response to OpenAI's Stargate [3] Competitive Landscape - Amazon is deploying capital expenditure (capex) at a faster rate than its competitors [5] - Meta is establishing a presence in Arkansas, and XAI is scaling up its Colossus Supercomputer in Memphis, while Amazon is already operational [4] - The industry is closely monitoring whether cloud giants will match OpenAI's $1.4 trillion compute deals [5] Strategic Partnerships - Anthropic is currently training its models within Amazon's new data center [3] - Amazon secured exclusive first-time access inside one of the largest operational AI data centers built for OpenAI rival Anthropic [2] Market Demand - There is significant demand for AI models, necessitating a multi-chip strategy and rapid data center deployment [4] - Investors are focused on the return on investment (ROI) from hyperscalers' spending [5]