Sunday, July 13, 2025

Amazon’s Constellation of new data centers costing $100 billion this year alone

Good news (but aged)!

"Amazon revealed new details of its plan to build a constellation of massive data centers and connect them into an “ultracluster.” Customer Number One: Anthropic.

What’s new: Dubbed Project Rainier, the plan calls for Amazon to build seven next-generation data centerswith up to 30 on the drawing board — near New Carlisle, Indiana, ... Still other data centers will be located in Mississippi, and possibly in North Carolina and Pennsylvania, contributing to an expected $100 billion in capital expenditures this year alone. These plans complement the company’s previously announced intention to spend $11 billion worth on data centers in the United Kingdom by 2028. ...

The data centers will be based on Amazon-designed Trainium 2 and upcoming Trainium 3 processors, which are optimized to process large transformers, rather than processors from industry leader Nvidia or challenger AMD. Trainium 2 delivers lower performance but greater energy efficiency, and Trainium 3 will deliver 4 times greater performance while using 60 percent as much energy ...

using a network interface of its own design, Elastic Fabric Adapter, rather than interconnect technologies typically used by its competitors."

Amazon’s $100 Billion Bet, Meta’s Sensor-Packed Glasses, Anthropic’s Reason-Free Reasoning, Google’s Extreme Weather Prediction

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