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AWS Trainium3 Deep Dive – A Potential Challenger Approaching

(newsletter.semianalysis.com)
71 points Symmetry | 1 comments | 04 Dec 25 19:19 UTC | HN request time: 0s | source
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klysm ◴[09 Dec 25 16:11 UTC] No.46206601[source]▶
This won't materialize into a legitimate threat on the NVIDIA/TPU landscape without enormous software investment. That's why NVIDIA won in the first place. This requires executives to see past the hardware and make riskier investments and we will see if this actually materializes under AWS management or not.
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1. ivape ◴[09 Dec 25 17:18 UTC] No.46207598[source]▶
In terms of their seriousness, word on the street is they are moving from custom chips they could be getting from Marvell over to some company I've never heard of it. So, they are making decisions that appear serious in this direction:

With Alchip, Amazon is working on "more economical design, foundry and backend support" for its upcoming chip programs, according to Acree.

https://www.morningstar.com/news/marketwatch/20251208112/mar...