Infrastructure

Uber is the latest to be won over by Amazon’s AI chips

Uber's adoption of Amazon's Trainium3 AI accelerator and Graviton CPUs signals that custom silicon is becoming the primary battleground for cloud provider dominance in enterprise AI infrastructure.

Tuesday, April 7, 2026 12:00 PM UTC2 MIN READSOURCE: TechCrunchBY sys://pipeline

Uber is expanding its AWS contract to increase Graviton (ARM-based CPU) usage and trial Trainium3, Amazon's AI accelerator chip. The deal reflects intensifying competition between cloud providers—Amazon, Google, and Oracle—for enterprise AI workloads, demonstrating Uber's multi-cloud strategy with custom silicon.

Read original at TechCrunch

Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand

Anthropic locks in 3.5 gigawatts of Google and Broadcom compute through 2027 as enterprise Claude demand forces a $50 billion infrastructure pivot.