Trainium
product on 8 shows · 6 statements across 6 episodes · said 5 times in 3 episodes since 2024
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6 statements about Trainium, every show
Eliahu-Ontiveros: Nvidia risks losing silicon share unless it backstops neocloud power
“It's actually becoming a pretty existential risk for NVIDIA because if they don't support the NeoClouds, they're at risk of basically seeing Google Amazon and others take tremendous market share on the silicon side, right? So you would see Tranium take, take m…”
Anthropic signs a $100 billion deal with Amazon for 5GW of compute
“We also signed a deal with Amazon for Tranium for up to five gigawatts as well. It was an over a hundred billion dollar commitment, and a lot of that computer's actually Like already landing and will land in the rest of this year into next year.”
Patel: OpenAI is procuring Trainium AI chips from Amazon
“Now they're getting Tranium as well from Amazon.”
Albergotti: Apple is considering using Amazon's custom Trainium AI chips
“And they've got some other, you know, some other customers as well, like Databricks, Apple is considering it you know, poolside, which is like a kind of hot AI company.”
Morin: Apple purchased 100,000 Trainium AI chips from Amazon
“Let's take Amazon, for instance, with Tranium. Apple just came and said, Hey, we're going to buy a 100,000 of them.”