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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."

Fireside Alpha

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169,635 次观看 • 1 个月前 •via X (Twitter)

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$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."

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