AI Infrastructure Buildout: Amazon Nuclear, AWS Trainium, Data Center Capacity Doubling
Amazon is co-developing a nearly 1 GW nuclear plant in Indiana for data centers, opening its AWS Trainium AI chips to all PyTorch developers, and a new SemiAnalysis report forecasts data center capacity doubling to 51.2 GW in 2027.
What we know
An account on X reports Amazon ($AMZN), AEP, and X-energy ($XE) announced a joint deal to study 12 Xe-100 small modular reactors at a retired Indiana coal plant. Another account on X reports AWS Trainium chips are now open to all PyTorch developers, with TorchNeuron being open-sourced on October 20 — directly challenging Nvidia's CUDA ecosystem. Another account on X highlights SemiAnalysis forecasting 51.2 GW of new data center capacity in 2027 vs 25 GW in 2026. The AI-vs-tariffs debate continues: Another account on X cites Tyler Cowen arguing it's Trump policy, not AI, crowding out the physical economy, while another account on X links a post arguing data centers aren't displacing other investment.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.