a bigger Nscale deal and asked IREN to redo its network design as capex more than doubles. Azure is still growing 48%. $AMZN :: AWS grew 39% and management see

a bigger Nscale deal and asked IREN to redo its network design as capex more than doubles. Azure is still growing 48%. $AMZN :: AWS grew 39% and management sees growth above 40% in 2027 and 2028. The catch is that $110B of Anthropic's $895B in compute commitments sits with Amazon. Not financial ad…