AWS Trainium, every mention
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tap a year for its mentions
every year anyone John Coogan 6Jordi Hays 2Dylan Patel 2Doug O'Laughlin 1
Verbatim, from the transcripts: the passages where AWS Trainium comes up
Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
- ▶ 16:39 unnamed speaker I would have expected like, yeah, like Amazon's investing in you, and you're buying Tranium, and racking it, and AWS, they're doing new campus, and they're investing in this and that, and you're investing in them.
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- ▶ 8:34 unnamed speaker When they have big deals, AWS is in this interesting position, less of this like Google pure play, full stack, and more focused on, uh, working with both OpenAI and Anthropic at this point, and so that all justifies more investments in…
China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
- ▶ 1:19 Jordi Hays And so, uh, in other words, OpenAI can potentially use Google TPUs, Amazon Tranium, other chips are on the table now.
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 15:08 Dylan Patel In fact, they've raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying from Oracle and Core, even SoftBank, and all these people, and Microsoft, uh, you know, such as… 2 times in the scene
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 1:48 unnamed speaker Uh, Tranium, then maybe TPU, then maybe Blackwell, and sort of a mix, and it just feels like more and more of the AI labs are capable of making other chipsets work.
Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN
- ▶ 12:56 unnamed speaker Uh, obviously they have a product in sort of every single category now, model mill, model building, uh, high performance inference, lower cost inference that runs on Tranium, their custom silicon agent building, secure environments, et…
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- ▶ 17:12 unnamed speaker I mean, they will buy, uh, Tranium and Inferentia, but they're gonna buy a lot of NVIDIA.
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 25:15 Doug O'Laughlin But, um, I think they're gonna run out of Tranium, and, and the answer is, like, what's the biggest amount of supply chain that's, like, locked up?
Amazon Bets $10B on OpenAI | News Reaction
- ▶ 0:15 unnamed speaker Well, Sam Allman would like a word with Andy Jassy, and he says, I need ten billion, and Andy says, sure, as long as you buy a bunch of tranium chips.
- ▶ 6:46 unnamed speaker The deal also could help Amazon find a new customer for its Trinium AI chips, which compete with the NVIDIA chips. 10 times in the scene
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 5:34 unnamed speaker In fact, when we talked about, uh, the Tranium chip yesterday, we were reading that there's some companies that are doing interesting things on, on that architecture.
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 0:04 unnamed speaker In the front page of the Wall Street Journal's Business and Finance section, they're singing the Tranium chips praises. 6 times in the scene
- ▶ 4:39 unnamed speaker Ok, well, let's actually go to what Matt Garmin, the CEO of AWS, said on TPPN yesterday, because I asked him, will you be buying TPUs, and he said, hey look, we're very excited about Tranium, and we think it has enormous potential, and we… 5 times in the scene
- ▶ 10:29 unnamed speaker Fortunately, I mean, the semi-analysis crew was over there taking pictures, sharing photos, uh, in the timeline of the Tranium III. 2 times in the scene
- ▶ 10:49 unnamed speaker What about Amazon's Tranium? 6 times in the scene
- ▶ 11:12 unnamed speaker As you can see from throughput slash TCO, NVIDIA versus Tranium, Rubin Moggs, Tranium III harder than Blackwell versus Tranium II on TCO training flops, and reduces the gap by five percent on TCO bandwidth.
OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
- ▶ 5:10 Jordi Hays All of their partners are looking at them, whether they're Google with the TPU program, Amazon with Tranium, OpenAI.
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- ▶ 49:21 unnamed speaker Same thing that Google DeepMind TPU team is doing over at Google and, uh, Anthropics working with Amazon and Tranium.
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 38:12 John Coogan I have no idea how they would do that, but I mean, if, if Amazon can do Tranium and, and Google can do TPU at TSMC, like maybe there's a world where that happens.
- ▶ 45:52 John Coogan Like, I don't think the government's equipped to make the decision on how they should position against TSMC, where they fit in Apple Silicon versus TPU versus Tranium.
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:20:54 John Coogan Are just GEMMs, and two 56 by two 56, or one 28 by one 28 systolic arrays in TPU, and in TPU Tranium are already optimized for these. 2 times in the scene
Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
- ▶ 2:13:27 John Coogan And then you also have all the hyperscalers building their own chips, Apple Silicon, Tranium.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 1:16:41 John Coogan And Amazon and Anthropic have these Tranium GPU servers coming on, but they're a little bit smaller, like less powerful, power efficient than others, but, uh, it's a massive, it's a massive knockout, drag out fight.