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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: 0.202s | 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.
replies(8): >>46206775 #>>46207598 #>>46208443 #>>46208449 #>>46209834 #>>46210157 #>>46212874 #>>46217297 #
1. willahmad ◴[09 Dec 25 20:26 UTC] No.46210157[source]▶
Don't underestimate AWS.

AWS can make it seamless, so you can run open source models on their hardware.

See their ARM based instances, you rarely notice you are running on ARM, when using Lambda, k8s, fargate and others