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AWS Trainium3 Deep Dive – A Potential Challenger Approaching

(newsletter.semianalysis.com)
71 points Symmetry | 2 comments | 04 Dec 25 19:19 UTC | HN request time: 0.486s | source
1. t1234s ◴[09 Dec 25 21:15 UTC] No.46210758[source]▶
What does this mean for a company like Coreweave?
replies(1): >>46211194 #
2. Analemma_ ◴[09 Dec 25 21:49 UTC] No.46211194[source]▶
CoreWeave already had to issue more convertible debt earlier this week after a big dip in their share price. It seems like the market suspects the end is near.