←back to thread

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
Show context
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. epolanski ◴[10 Dec 25 01:11 UTC] No.46212874[source]▶
I feel your posts miss the bigger picture: it's a marathon, not a sprint. If you get much lower TCO than by buying Nvidia hardware at their insane margins you get more output at lower cost.

Amazon has all the resources needed to write their own backends to several ML software or even drop-in API replacements.

Eventually economics win: where margins are high competition appears and in time margins get thinner and competition starts disappearing again, it's a cycle.