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.”
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 …”