According to @StockMarketNerd, market claims that AWS is being left behind and AMZN is peaking should be reassessed when additional Anthropic capacity comes online later this year. Source: X post by @StockMarketNerd on Oct 3, 2025. Amazon previously announced a strategic collaboration with Anthropic including up to $4B in funding, with Anthropic selecting AWS as its primary cloud provider and adopting AWS Trainium and Inferentia chips for model training and inference. Source: Amazon press release on Sep 25, 2023; Amazon News update on Mar 27, 2024. Amazon also stated Anthropic models are available via Amazon Bedrock on AWS, integrating model access directly with AWS services, which traders can map to AI workload demand within AWS. Source: Amazon press release on Sep 25, 2023. In crypto, AI infrastructure headlines have coincided with outsized moves in AI-linked tokens such as FET, RNDR, and AKT around major AI equity catalysts in 2024, indicating cross-asset sensitivity worth monitoring. Source: Kaiko Research analysis on AI tokens’ performance around Nvidia earnings in 2024.