AWS Trainium, every mention
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every year anyone Harry Stebbings 10Steeve Morin 6Matt Murphy 1Lucas Swisher 1Jason Lemkin 1Eiso Kant 1Andrew Feldman 1Alex Atallah 1Aidan Gomez 1
Verbatim, from the transcripts: the passages where AWS Trainium comes up
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 56:51 Alex Atallah Um, but like especially, you know, if we're trying to create like a competitive American Neolab system, you know, like NVIDIA has been doing a good job of this, but there, you know, there's like, there's Google, there's TPUs, there's…
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 27:41 Matt Murphy I mean, you know, uh, Google with their TPUs a long, a long time ago, Amazon with their Traniums.
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:17:52 Harry Stebbings If Google has TPUs, Amazon have Tranium, well, OpenAI now has Jalapeno, co-developed with Broadcom.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 19:14 Harry Stebbings You're training on Tranium and TPUs and getting closer there.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 17:41 Harry Stebbings The final element, which is connected, but not the same, which is Mythos was trained entirely on Amazon's training. 6 times in the scene
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 55:53 Lucas Swisher Like this is always changing, but they from kind of from day one had architected themselves to be able to be partners with every cloud and to be with Tranium and TPUs and GPUs.
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 58:41 Jason Lemkin And is deep on the whole Amazon Tranium ecosystem.
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 3:08 Harry Stebbings AWS Tranium is the silicon you're looking for.
- ▶ 1:26:53 Harry Stebbings AWS Tranium is the silicon you're looking for.
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 10:00 Andrew Feldman It's different from cranium.
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 14:46 Steeve Morin Right now, if you are, you want to go dedicated, there's, at least in the cloud, there's two options, TPUs and Tranium. 3 times in the scene
- ▶ 35:40 Steeve Morin It's called Tranium. 2 times in the scene
- ▶ 40:30 Steeve Morin Because on the other side, let's take Amazon, for instance, with Tranium.
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- ▶ 18:23 Aidan Gomez Um, but I think soon AMD, Tranium, these platforms are gonna really be ready for prime time.