在 Anthropic 将其 AWS AI 投资翻了一番后，亚马逊股价上涨，为 $11B 印第安纳州数据中心提供 500,000 个 Amazon Trainium 2 芯片。 Amazon’s stock rose after Anthropic doubled its AWS AI investment, powering a $11B Indiana data center with 500,000 Amazon Trainium 2 chips.

亚马逊的股价将翻倍投资AWS AI基础设施, Amazon’s stock rose as Anthropic announced it will double its investment in AWS AI infrastructure, leveraging Project Rainier—a $11 billion data center complex in Indiana powered by nearly 500,000 of Amazon’s Trainium 2 AI chips. 该设施在两年内投入运行,它支持更快、更便宜的AI模式培训,并反映出亚马逊在减少对第三方芯片的依赖方面的动力。 The facility, operational in under two years, supports faster, cheaper AI model training and reflects Amazon’s push to reduce reliance on third-party chips. 该项目计划扩大到超过100万块薯片和30座建筑物,加强了AWS与微软和谷歌的竞争优势。 With plans to expand to over a million chips and 30 buildings, the project strengthens AWS’s competitive edge against Microsoft and Google. 分析师仍然看好,并引用强的AI积压增长和一致的"强买入"评级,平均12个月的目标价格为269.24美元. Analysts remain bullish, citing strong AI backlog growth and a unanimous “Strong Buy” rating, with an average 12-month price target of $269.24.