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Trainium

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 23, 2026 by Dylan Patel · across every show →

Everything said about Trainium, oldest first

Apr 23, 2026 neutral
Assertion Supported
Patel: OpenAI is procuring Trainium AI chips from Amazon
“Now they're getting Tranium as well from Amazon.”
Dylan Patel Apr 23, 2026 ▶ 27:16 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
May 13, 2026 bullish
Disclosure
Anthropic signs a $100 billion deal with Amazon for 5GW of compute
“We also signed a deal with Amazon for Tranium for up to five gigawatts as well. It was an over a hundred billion dollar commitment, and a lot of that computer's actually Like already landing and will land in the rest of this year into next year.”
Krishna Rao May 13, 2026 ▶ 23:59 Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
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