THE TECHNOLOGY INTERVIEW
The 25 % performance improvement over Graviton4 exceeds typical CPU generation advances.“ In the CPU space normally, you’ re shooting for 10 % to 15 %, and we’ re hitting tens of percentage points better,” he notes.
AWS now runs more than 50 % of new CPU capacity on Graviton, with 98 % of the top 1,000 EC2 customers using the processors. That installed base generates the feedback that drives each new generation. The cycle now repeats every 12 to 18 months, with each iteration informed by which workloads run well and which don’ t.
Customer choice over exclusivity When Anthropic announced recently it would use Google TPUs, questions emerged about AWS’ partnership with the AI company.“ AWS remains their preferred training partner and preferred cloud provider,” David says.“ We’ re very pleased with where the relationship is and the work they’ ve been doing on Trainium2 with Project Rainier.”
The partnership continues because AWS and Anthropic engineering teams work together on optimising large language model training from software down to silicon.
34 January 2026