The Ledger
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Baker: AWS Trainium is doing best among chips trying to beat GPUs
“And you have TPU, Tranium, and AMD, Which are all you know, essentially trying to be a better GPU, and today I think probably Tranium is doing the best.”
Anthropic signs 5GW TPU deal with Google and Broadcom starting in 2027
“So last month, you know, we signed a five gigawatt deal with Google and with Broadcom for TPUs starting in twenty-twenty-seven.”
Nvidia's Rubin architecture will significantly widen its lead over custom ASICs
“And then when Rubin comes out, we'll know the gap. The gap is going to expand significant versus TPUs versus TPUs and all other ASICs.”
Few custom AI ASICs beyond Amazon Trainium and Google TPU will succeed
“I will be surprised if there are a lot of ASICs other than Tranium and TPU.”
Amazon Trainium and Google TPU will eventually transition to customer-owned tooling
“And by the way, in Tranium and TPU, we'll both run on customer owned tooling at some point. We can debate when that will happen, but the economics of success that I just described mean it's inevitable. Like no matter what the companies say, just the economics …”
Patel: Google has the lowest token COGS due to TPUs
“They have the lowest cost of goods sold for any token of any company because they have their own vertical stack on TPUs.”