Amazon Web Services' giant tech conference re:Invent 2025 is happening this week with news ranging from chips to AI services.

AWS has been building its own AI chips — and systems — for years now. It just released its third version, known as Trainium3, with some impressive specs.  

The Trump administration is weighing whether to let Nvidia sell H200 AI chips to China, pitting national security worries against a massive chip market.

The post Trump Weighs Letting Nvidia Sell H200 Chips to China appeared first on TechRepublic.

The Trump administration is weighing whether to let Nvidia sell H200 AI chips to China, pitting national security worries against a massive chip market.

The post Trump Weighs Letting Nvidia Sell H200 Chips to China appeared first on TechRepublic.

While AI bubble talk fills the air these days, with fears of overinvestment that could pop at any time, something of a contradiction is brewing on the ground: Companies like Google and OpenAI can barely build infrastructure fast enough to fill their AI needs.

During an all-hands meeting earlier this month, Google’s AI infrastructure head Amin Vahdat told employees that the company must double its serving capacity every six months to meet demand for artificial intelligence services, reports CNBC. The comments show a rare look at what Google executives are telling its own employees internally. Vahdat, a vice president at Google Cloud, presented slides to its employees showing the company needs to scale “the next 1000x in 4-5 years.”

While a thousandfold increase in compute capacity sounds ambitious by itself, Vahdat noted some key constraints: Google needs to be able to deliver this increase in capability, compute, and storage networking “for essentially the same cost and increasingly, the same power, the same energy level,” he told employees during the meeting. “It won’t be easy but through collaboration and co-design, we’re going to get there.”

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On Tuesday, Microsoft and Nvidia announced plans to invest in Anthropic under a new partnership that includes a $30 billion commitment by the Claude maker to use Microsoft’s cloud services. Nvidia will commit up to $10 billion to Anthropic and Microsoft up to $5 billion, with both companies investing in Anthropic’s next funding round.

The deal brings together two companies that have backed OpenAI and connects them more closely to one of the ChatGPT maker’s main competitors. Microsoft CEO Satya Nadella said in a video that OpenAI “remains a critical partner,” while adding that the companies will increasingly be customers of each other.

“We will use Anthropic models, they will use our infrastructure, and we’ll go to market together,” Nadella said.

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