Trinium II

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · across every show →

Everything said about Trinium II, oldest first

Dec 23, 2024 bullish
Assertion Partly supported
Patel: AWS Trainium2 offers highest HBM capacity and bandwidth per dollar
“Their whole thing at reInvent, if you really talk to them when they announced Trinium II and our whole post about it and our analysis of it is, like, supply chain-wise, this is, looks, you know, you squint your eyes, this looks like an Amazon Basics TPU, right…”
Dylan Patel Dec 23, 2024 ▶ 1:06:02 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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