Tranium

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 21, 2025 by Brad Gerstner · across every show →

Everything said about Tranium, oldest first

Mar 21, 2025 bearish
Opinion
Gerstner: AWS Trainium Chip Cannot Compete With Nvidia's Hopper or Blackwell
“I think Tranium is not even competitive with Hopper, let alone with where Blackwell is today.”
Brad Gerstner Mar 21, 2025 ▶ 54:35 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
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