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Sunday, October 11, 2026

Trainium: Neither GPUs Nor TPUs -- But Rather Accelerators -- October 11, 2026

Locator: 51914TRAINIUM.

The bubble [again]: again, unlike the dot-com boom / bubble, today's companies are paying for real hardware / real products with real money. In fact, what's separates the current AI revolution with the dot-com bust? Three things:

  • real money is being generated; real money is being spent; earnings are blowing past estimates;
  • there are only a handful of Fortune 500 companies involved; it's not that hard to track; and, 
  • the moats of the current Fortune 500 / top AI companies have very, very large moats; money is just one moat.

Next example, link here. Note: from GPUs (Nvidia) to Trainium (Amazon

Would Decort have been a good fit for Google / YouTube?


Stanford or Israel?


How many employees at Decort? 142.
$7 billion / 142 employees: $50 million / employee. 

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Trainium

Previously posted:

Locator: 50719AWS. 

[This was posted May 5, 2026, link here.]

There's a gazillion things going on right now in AI, but if I had to list the top three that investors need to watch, these are the three:

  • memory;
  • accelerators; and, 
  • LDCs. 

As an aside, the above --

  • memory: MICRON (MU);
  • accelerators: AWS: and, 
  • LDCs: Texas. 

This post is on accelerators: link here. 

A reminder, Graviton, link here. August 31, 2025:

Amazon chips: wiki. Must-read. Annapurna Labs -- an Israeli company now fully owned by Amazon.

In November 2024 Annapurna announced their second generation Trainium 2 intended for training AI models. Based on their internal testing, Amazon are claiming "a 4-times performance increase between Trainium 1 and Trainium 2".
AWS Graviton - an ARM-based CPU developed by Annapurna Labs for exclusive use by Amazon Web Services.
Note: some sources call them "Trainum 2" chips and other sources call them "Trainium2" chips. In AI, "spaces" are "tokens."

From CHIPS:

AWS (Amazon): new chips -- Ocelot (quantum computing); competing with Nvidia -- Trainium, Inferentia. World's largest supercomputer to be completed in 2025 (?) -- Project Rainier -- partnered with Anthropic, AI --> Claude.

Beth: Amazon's chip business, run rate -- Graviton, Trainium, and Nitro on EC2, is now $20 billion and growing triple-digits y/y. Link here. Link here. 

Now, today, link here.



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