Tranium
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 24, 2025 by Jessica Lessin · across every show →
Everything said about Tranium, oldest first
Oct 24, 2025 negative
Lessin: Custom AI Chips Do Not Need to Match NVIDIA's Performance
“They make a mistake thinking that a TPU or a Tranium or from Amazon or something a company develops itself has to be as good as NVIDIA. It doesn't because NVIDIA's margin is so big. It can actually be a fraction of as good as NVIDIA and still cost effective.”