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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: 0.229s | 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. dpoloncsak ◴[10 Dec 25 13:13 UTC] No.46217297[source]▶
Isnt this exactly what was said about Google and their TPU's before it transitioned from the NVIDIA landscape to the NVIDIA/TPU landscape?

Turns out multi-billion dollar software companies can deal with the enormous software investment