Amazon to spend up to $50 billion on AI infrastructure for U.S. government (www.cnbc.com)

Amazon announced it will invest up to $50 billion to build AI and high-performance computing infrastructure for U.S. government customers, breaking ground in 2026 and adding roughly 1.3 gigawatts of capacity via new federal-focused data centers. The program will give agencies access to AWS AI tooling, Anthropic’s Claude models, Nvidia accelerators and Amazon’s own Trainium chips, enabling development of custom models, optimized datasets and productivity-enhancing applications across more than 11,000 government entities that already use AWS. The move is significant because it scales domestic, government-grade AI infrastructure at a time when cloud providers and chip makers are racing to meet enormous compute demand. By combining third-party models (Claude), industry-standard GPUs (Nvidia) and proprietary silicon (Trainium), AWS is positioning itself to offer turnkey AI stacks with compliance and performance guarantees for sensitive federal workloads. The investment also follows similar expansions from Anthropic, Meta and the Oracle/OpenAI/SoftBank Stargate effort, underscoring a broader industry push to localize and harden U.S. AI capacity while accelerating public-sector adoption.