AWS Trainium, every mention
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every year anyone Shayle Kann 1Jeremy Eliahu-Ontiveros 1
Verbatim, from the transcripts: the passages where AWS Trainium comes up
Inside the AI power wars
- ▶ 0:27 Shayle Kann You know about Google's CPUs, you know about Tranium coming from Amazon, you know what Microsoft and Meta are doing, you probably know about the partnerships NVIDIA has set up.
- ▶ 25:30 Jeremy Eliahu-Ontiveros So you, you would see Tranium take, take more share, TPUs take more share, Nvidia share go down just as a function of deploying more capital, uh, to get that power secured and, you know, power is revenue, right?