SemiAnalysis:

A deep dive into Amazon's Trainium2, which shows the company is on a path to eventually provide competitive custom AI chips, especially for LLM inference  —  - Trn2, Trn2-Ultra, Performance, Software, NeuronLinkv3, EFAv3, TCO, 3D Torus, Networking Costs, Supply Chain  — AWS Trainium1 / Inferentia2 GenAI Weakness

SemiAnalysis:

A deep dive into Amazon's Trainium2, which shows the company is on a path to eventually provide competitive custom AI chips, especially for LLM inference  —  - Trn2, Trn2-Ultra, Performance, Software, NeuronLinkv3, EFAv3, TCO, 3D Torus, Networking Costs, Supply Chain  — AWS Trainium1 / Inferentia2 GenAI Weakness

Source: TechMeme
Source Link: http://www.techmeme.com/241205/p10#a241205p10