Amazon

Amazon's April was about doubling down on Anthropic. After committing $25B+ earlier in the month with matching Trainium capacity, Anthropic pledged $100B+ in AWS spending over the next decade — a compute-for-equity loop that pre-dates Google's similar $40B move and locks Anthropic's inference revenue back to AWS for years.

Meta also signed a multi-billion-dollar deal for millions of AWS Graviton5 CPU cores — the clearest sign yet that agentic workloads are CPU-heavy in ways the GPU narrative misses. Bedrock continues to expand the model catalog and Alexa+ rollouts widen. AI Weekly tracks every Amazon AI release, AWS deal, and Trainium roadmap update.