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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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Fireside Alpha

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169,635 görüntüleme • 2 ay önce •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 $25 billion in annual revenue at this point. We think we have the leading price performance chip in both the AI space with Trainium and in the CPU space with Graviton." "The fact that we have multi-year, multi-gigawatt commitments from the two largest AI labs, Anthropic and OpenAI, and more and more companies, as I mentioned in my opening comments, using Trainium is exciting and promising." "And we just have an incredible amount of demand for Trainium. So there are a lot of customers who are very excited about using it in the form that we're providing right now." "We do have an increasing number of customers who are interested in us providing the Trainium chips to them separate from our cloud. And we're actively having those conversations and exploring. And I expect there's a real chance we'll do that in the future."
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$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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Gavin Baker and David Sacks predict $400-500 billion ARR for Anthropic in 2027 Gavin: "I'm going to take the over on whatever the Wall Street consensus is for 2027, which I don't know. I'll take a 25 to 30% over on that." "I think $400-500 billion is in the zone of realistically achievable." Sacks: "I actually was going to say $400-500 billion as exit ARR for next year. Seems very comfortable. "The only reason it's not higher is because I do think that somehow you get into physical limitations at that point. But maybe not, maybe there'll be enough compute." Jason: "We all believe that they're going to hit $400 billion next year, and they're going to 4x $100 billion." "We were talking about them at $10 billion four months ago. $10 billion to $400 billion is a 40x..."

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My jaw literally dropped listening to this Pastor Che Ahn is the pastor who was threaten with arrest and a $4.5 million dollar fine by Gavin Newsom for opening his church during Covid He was told if he fights in jail DEMOCRATS WOULD ARREST HIS CHURCH MEMBERS “The Marxist playbook is to bankrupt you if you disobey and put you in prison. They were going to put me in prison. But what was really, really scary to see how how egregious and totalitarian they were, they said, when you're in jail and if you continue to meet, then we're going to arrest your church members. This is in the United States of America” Democrats must never gain power again In 2020, Ahn and his church defied Governor Gavin Newsom’s restrictions on indoor worship I confirmed officials threatened criminal charges, up to 1 year in jail for Ahn, daily fines and arrests of attendees of his church He was only saved by the Supreme Court The church sued, arguing the rules were unconstitutional, claiming discriminatory against religion. The case went to the US Supreme Court which issued rulings favoring religious freedoms

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$AMD will be a multi-trillion $ company. The AI accelerator TAM will exceed $1T by 2030, and the market will only keep growing. As Lisa Su says: “We’re in a market where you can think of computing as equating to intelligence. If you can get more intelligence, why wouldn’t you want more computing?” While big tech like $GOOGL with TPUs and $AMZN with Trainium are building their own ASICs, GPUs—especially $NVDA and $AMD —are expected to dominate, representing 70–75% of the AI accelerator market by the end of 2030.

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I finally SNAPPED on Gavin Newsom today. Gavin is crying, demanding Trump leave his poor wife alone! Yet, when I traveled to California and uncovered fraud, Gavin Newsom’s first instinct was to viciously ATTACK my family with lies. This week a California man pled guilty in federal court to threatening to murder me and my family. This man used the same sick attacks that Gavin Newsom used against us. Gavin does not care about attacks on innocent families. He encourages them… When Nick Shirley uncovered mass fraud in California, Gavin’s first reaction was to smear Nick as a child predator. This could get Nick killed. Yet we’re now supposed to feel sorry for Gavin because the DOJ is investigating his wife who is credibly accused of very dark crimes — and not just the ones she committed with Harvey Weinstein. Gavin Newsom is now pretending to be the ‘protector of women and families’ when he was caught boozing and banging his secretary — who was also his best friend’s WIFE. Guess who defended Gavin’s monstrous behavior abusing intoxicated, married women? Jennifer Newsom. These people are filth, and they deserve what’s coming to them…

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