AWS Trainium, every mention

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every year anyone Brad Gerstner 7Bill Gurley 4Dylan Patel 2Clark Tang 1

Verbatim, from the transcripts: the passages where AWS Trainium comes up

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NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 2 mentions

  • ▶ 40:53 Clark Tang Google's TPUs, Amazon's Tranium, and it seems like everyone from ARM to OpenAI to Anthropic are, you know, rumored to be building one.
  • ▶ 48:29 Brad Gerstner The fact of the matter is, the folks who are starting ASICs today, whether it's Tranium, or whether it's some of these other difference accelerators, et cetera, they're building a chip that's a component of a much larger machine.

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 3 mentions

  • ▶ 54:21 Brad Gerstner And we hear that Tranium is now cutting their cost, you know, on AWS is cutting the cost on Tranium chips to try to get a lot more customers. 3 times in the scene

Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 1 mention

  • ▶ 1:13:23 Bill Gurley You've heard all of these hyperscalers talk about doing their own, um, processors of some sort, you know, both Tranium at Amazon and then the TPU at Google compete with NVIDIA, but they're buying NVIDIA's product.

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 5 mentions

Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 1 mention

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 2 mentions

  • ▶ 20:43 Brad Gerstner And Andy said, you know, we've got Tranium, uh, you know, coming and Inferencia coming. 2 times in the scene
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