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bad apple, but actually running on a trainium chip

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Daniel Liu

3,918 subscribers

66,841 Aufrufe • vor 2 Tagen •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?
1:00

$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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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."
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