Trainium
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 9, 2026 by Jeremy Eliahu-Ontiveros · across every show →
Everything said about Trainium, oldest first
Jul 9, 2026 bearish
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…”