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$AMZN Trainium grew 150% QoQ and is now fully subscribed 🤯

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Shay Boloor

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104,513 görüntüleme • 10 ay önce •via X (Twitter)

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$AMZN AWS CEO: “All Anthropic models out today were trained on Trainium.” Trainium 2 has been sold out, Trainium 3 is almost completely subscribed and a part of Trainium 4 is already reserved. Chip division is now at $20bn annual run rate. How can’t you be bullish on $AMZN?
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$AMZN AWS CEO: “All Anthropic models out today were trained on Trainium.” Trainium 2 has been sold out, Trainium 3 is almost completely subscribed and a part of Trainium 4 is already reserved. Chip division is now at $20bn annual run rate. How can’t you be bullish on $AMZN?

Oguz Erkan

663,175 görüntüleme • 5 ay önce

Trainium is becoming the key to the $AMZN story with over $225B in commitments, Trainium2 sold out & Trainium3 nearly fully subscribed. The bigger shift is AWS now bringing in more Trainium chips than $NVDA chips on a unit basis giving Amazon more control over inference costs.
1:09

Trainium is becoming the key to the $AMZN story with over $225B in commitments, Trainium2 sold out & Trainium3 nearly fully subscribed. The bigger shift is AWS now bringing in more Trainium chips than $NVDA chips on a unit basis giving Amazon more control over inference costs.

Shay Boloor

167,090 görüntüleme • 4 ay önce

$AMZN having a market cap $1.5T lower than $GOOGL makes no sense. $AMZN is the only big tech company that fully designs its own in-house ASIC chips, without relying on Broadcom $AVGO like $GOOGL does for its TPUs. On top of that, its Trainium chips are 40% more price-performance efficient than leading $NVDA GPUs. And let’s not forget — $AMZN owns more than 15% of Anthropic. $AMZN is such an obvious play.
1:03

$AMZN having a market cap $1.5T lower than $GOOGL makes no sense. $AMZN is the only big tech company that fully designs its own in-house ASIC chips, without relying on Broadcom $AVGO like $GOOGL does for its TPUs. On top of that, its Trainium chips are 40% more price-performance efficient than leading $NVDA GPUs. And let’s not forget — $AMZN owns more than 15% of Anthropic. $AMZN is such an obvious play.

Daniel

249,429 görüntüleme • 7 ay önce

THIS IS MASSIVE $NVDA UNVEILS NVLINK FUSION, LETTING NON-NVIDIA CHIPS LIKE $GOOG TPUs, $AMZN TRAINIUM, $MSFT MAIA & $META MTIA TO INTEGRATE INTO DATA CENTER STACKS 😳
7:38

THIS IS MASSIVE $NVDA UNVEILS NVLINK FUSION, LETTING NON-NVIDIA CHIPS LIKE $GOOG TPUs, $AMZN TRAINIUM, $MSFT MAIA & $META MTIA TO INTEGRATE INTO DATA CENTER STACKS 😳

Shay Boloor

297,082 görüntüleme • 1 yıl önce

$SPCX IS NOW WORTH $2.5T and it’s about to flip $AMZN!
0:37

$SPCX IS NOW WORTH $2.5T and it’s about to flip $AMZN!

David Gokhshtein

50,311 görüntüleme • 3 ay önce

$AMZN at $250 is like $GOOGL at $200. • AWS grew 28% YoY in Q1 2026 — its fastest growth in 3+ years. • As AWS CEO Matt Garman said, AWS is growing faster in absolute dollars than $GOOGL Cloud and $MSFT Azure. • $AMZN owns 15% of Anthropic and 6% of OpenAI. The market is sleeping.
0:35

$AMZN at $250 is like $GOOGL at $200. • AWS grew 28% YoY in Q1 2026 — its fastest growth in 3+ years. • As AWS CEO Matt Garman said, AWS is growing faster in absolute dollars than $GOOGL Cloud and $MSFT Azure. • $AMZN owns 15% of Anthropic and 6% of OpenAI. The market is sleeping.

Daniel

29,050 görüntüleme • 3 ay önce

$AMZN CEO: “If you want to allow customers to use AI as expansively as they want, you need to bring down the cost of inference.” Hyperscalers are preparing for the age of inference. $AMZN has Trainium, $GOOG has TPU and $MSFT recently announced Maia 200. Once the bulk of AI workloads shifts from training to inference, they’ll depend less on $NVDA and margins will expand thanks to vertical integration. $AMZN is leading the race here as their chip business has already reached $10 billion annual run rate. Imagine being bearish on $AMZN.
1:27

$AMZN CEO: “If you want to allow customers to use AI as expansively as they want, you need to bring down the cost of inference.” Hyperscalers are preparing for the age of inference. $AMZN has Trainium, $GOOG has TPU and $MSFT recently announced Maia 200. Once the bulk of AI workloads shifts from training to inference, they’ll depend less on $NVDA and margins will expand thanks to vertical integration. $AMZN is leading the race here as their chip business has already reached $10 billion annual run rate. Imagine being bearish on $AMZN.

Oguz Erkan

130,592 görüntüleme • 6 ay önce

$AMZN AWS CEO said Anthropic’s latest models are being trained on Trainium (including Mythos) which Anthropic describes as its most capable model yet. That is notable because Anthropic is limiting Mythos due to cybersecurity risk & high compute costs which says a lot about the kind of model Amazon’s chips are now helping train.
0:57

$AMZN AWS CEO said Anthropic’s latest models are being trained on Trainium (including Mythos) which Anthropic describes as its most capable model yet. That is notable because Anthropic is limiting Mythos due to cybersecurity risk & high compute costs which says a lot about the kind of model Amazon’s chips are now helping train.

Shay Boloor

57,746 görüntüleme • 5 ay önce

$AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries. This earnings cycle is proving the point: • $AMZN AWS reaccelerated to 28% (fastest growth in 15 quarters) while Bedrock customer spend grew 170% QoQ & processed more tokens in Q1 than all prior years combined • $MSFT AI business is now at a $37B run-rate growing 123% YoY • $GOOGL Cloud grew 63% (now nearly half the size of AWS) & has a $243B backlog while GenAI products grew 800% YoY • $MU & $SNDK margins show memory demand is still compounding WAY faster than supply with margins now higher than many software companies The 100x compute framework looks less crazy after this earnings cycle.
1:20

$AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries. This earnings cycle is proving the point: • $AMZN AWS reaccelerated to 28% (fastest growth in 15 quarters) while Bedrock customer spend grew 170% QoQ & processed more tokens in Q1 than all prior years combined • $MSFT AI business is now at a $37B run-rate growing 123% YoY • $GOOGL Cloud grew 63% (now nearly half the size of AWS) & has a $243B backlog while GenAI products grew 800% YoY • $MU & $SNDK margins show memory demand is still compounding WAY faster than supply with margins now higher than many software companies The 100x compute framework looks less crazy after this earnings cycle.

Shay Boloor

174,441 görüntüleme • 4 ay önce

Mad watching this back…grew up watching the premier league and now I’ve won the title🤯🏆
0:20

Mad watching this back…grew up watching the premier league and now I’ve won the title🤯🏆

Luke Littler

325,955 görüntüleme • 2 yıl önce

NOW NOTHING IS HOLDING HIM BACK 🔥 ZORO FINALLY FULLY CONTROLLED ENMA IS PEAK 🔥🥶🤯
1:36

NOW NOTHING IS HOLDING HIM BACK 🔥 ZORO FINALLY FULLY CONTROLLED ENMA IS PEAK 🔥🥶🤯

KaijuCortex

518,538 görüntüleme • 5 ay önce

First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium. Why does Anthropic use TPUs and Trainium? Jensen: "Anthropic is a unique instance, not a trend" I really got to tip my hat to Dwarkesh Patel; he is one of the rare interviewers who first gets extremely well-prepared for an interview and, secondly, is true to his viewers more than the guests and asks tough questions, even though the interviewee might not like that.
2:03

First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium. Why does Anthropic use TPUs and Trainium? Jensen: "Anthropic is a unique instance, not a trend" I really got to tip my hat to Dwarkesh Patel; he is one of the rare interviewers who first gets extremely well-prepared for an interview and, secondly, is true to his viewers more than the guests and asks tough questions, even though the interviewee might not like that.

Rihard Jarc

348,325 görüntüleme • 5 ay önce

$AMZN CEO Andy Jassy reveals customers want Trainium chips outside AWS and says there's a real chance Amazon sells them that way. "On the question about selling Trainium, we're quite excited about what's happening in our chips business." "As I mentioned earlier, it's over $25 billion in annual revenue at this point. We think we have the leading price performance chip in both the AI space with Trainium and in the CPU space with Graviton." "The fact that we have multi-year, multi-gigawatt commitments from the two largest AI labs, Anthropic and OpenAI, and more and more companies, as I mentioned in my opening comments, using Trainium is exciting and promising." "And we just have an incredible amount of demand for Trainium. So there are a lot of customers who are very excited about using it in the form that we're providing right now." "We do have an increasing number of customers who are interested in us providing the Trainium chips to them separate from our cloud. And we're actively having those conversations and exploring. And I expect there's a real chance we'll do that in the future."
1:04

$AMZN CEO Andy Jassy reveals customers want Trainium chips outside AWS and says there's a real chance Amazon sells them that way. "On the question about selling Trainium, we're quite excited about what's happening in our chips business." "As I mentioned earlier, it's over $25 billion in annual revenue at this point. We think we have the leading price performance chip in both the AI space with Trainium and in the CPU space with Graviton." "The fact that we have multi-year, multi-gigawatt commitments from the two largest AI labs, Anthropic and OpenAI, and more and more companies, as I mentioned in my opening comments, using Trainium is exciting and promising." "And we just have an incredible amount of demand for Trainium. So there are a lot of customers who are very excited about using it in the form that we're providing right now." "We do have an increasing number of customers who are interested in us providing the Trainium chips to them separate from our cloud. And we're actively having those conversations and exploring. And I expect there's a real chance we'll do that in the future."

Fireside Alpha

11,669 görüntüleme • 1 ay önce

Real-time AI video hits re:Invent. Dean Leitersdorf shows our models running fully live on Trainium 3 - 3.8× FPS, 89% utilization. This is a new era of visual intelligence.
5:44

Real-time AI video hits re:Invent. Dean Leitersdorf shows our models running fully live on Trainium 3 - 3.8× FPS, 89% utilization. This is a new era of visual intelligence.

Decart

17,155 görüntüleme • 9 ay önce

Right on cue. Gavin Baker (Gavin Baker, Atreides) was asked recently which chip was most underrated and where consensus was wrong. His reply: "Trainium by far. Trainium is going to be to 2026, especially in the 2H of this year when Trainium 3 really ramps, as TPUs were to 2025."
1:40

Right on cue. Gavin Baker (Gavin Baker, Atreides) was asked recently which chip was most underrated and where consensus was wrong. His reply: "Trainium by far. Trainium is going to be to 2026, especially in the 2H of this year when Trainium 3 really ramps, as TPUs were to 2025."

Fireside Alpha

169,635 görüntüleme • 2 ay önce

Leah Williamson and Dele Alli grew up in the same city 🤝🤯
0:57

Leah Williamson and Dele Alli grew up in the same city 🤝🤯

ESPN UK

100,856 görüntüleme • 7 ay önce

That same crashed meteorite I pedregal Panama has fully detached from the rock and grew 🤔.
2:16

That same crashed meteorite I pedregal Panama has fully detached from the rock and grew 🤔.

JOKAMRREDPILLZ

61,515 görüntüleme • 1 yıl önce

🚨| BREAKING: Speed has officially hit 58,000,000 subscribers at the England vs Argentina World Cup semifinal 🤯🔥 He is the MOST-SUBSCRIBED streamer on YouTube and the MOST-SUBSCRIBED Black creator in the world 🐐💫
0:42

🚨| BREAKING: Speed has officially hit 58,000,000 subscribers at the England vs Argentina World Cup semifinal 🤯🔥 He is the MOST-SUBSCRIBED streamer on YouTube and the MOST-SUBSCRIBED Black creator in the world 🐐💫

Speedy HQ

185,345 görüntüleme • 2 ay önce