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AWS Trainium, every mention

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Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea May 15, 2026 · 2 mentions

  • ▶ 40:09 Jaimin Rangwalla I actually think Amazon and Google are an unusual camp, and those are the two companies that we really like, um, because they are also a bit of a hybrid, in that Google has TPUs that they sell, and Amazon has talked about selling Tranium,… 2 times in the scene
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