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The full thread of our AWS coverage — a running record of every development we've tracked, with the VC take on each.

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Jul 30, 2026
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  1. Aug 5, 2026AIAnthropic Is Building Its Own AI Chip Design Team→
  2. Jul 30, 2026BIG TECHAmazon Tops $200B Revenue as AWS Growth Hits 18-Quarter High$200.6B rev, AWS +37%→

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AI· Aug 5, 2026

Anthropic Is Building Its Own AI Chip Design Team

Illustration for: Anthropic Is Building Its Own AI Chip Design Team
AI

Anthropic Is Building Its Own AI Chip Design Team

Anthropic confirmed it's building an in-house chip design team to co-design custom silicon with its Claude models, offering up to $485K in salary as it diversifies away from relying solely on Nvidia, AWS, Google and AMD hardware.

Aug 5, 2026
BIG TECH· Jul 30, 2026

Amazon Tops $200B Revenue as AWS Growth Hits 18-Quarter High

Illustration for: Amazon Tops $200B Revenue as AWS Growth Hits 18-Quarter High
BIG TECH$200.6B rev, AWS +37%

Amazon Tops $200B Revenue as AWS Growth Hits 18-Quarter High

Amazon's Q2 revenue topped $200 billion for the first time, with AWS growing 37% -- its fastest pace in 18 quarters -- as the company raised its 2026 capex outlook to $220 billion.

Jul 30, 2026
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