Group 1 - Amazon Web Services (AWS) is set to announce an update to its Graviton4 chip, featuring 600 gigabytes per second of network bandwidth, the highest offering in the public cloud [1] - Graviton4 is a central processing unit (CPU) developed by Amazon's Annapurna Labs, aimed at competing with traditional semiconductor players like Intel and AMD, while primarily targeting Nvidia in the AI infrastructure space [2] - AWS has invested $8 billion into backing the AI startup Anthropic, with the goal of reducing AI training costs and providing an alternative to Nvidia's expensive graphics processing units (GPUs) [3] Group 2 - Project Rainier, an AI supercomputer built for Anthropic, is powered by over half a million Trainium2 GPUs, which would have traditionally been supplied by Nvidia [4]