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Open original source ↗So many people hated on us for the AWS acceleration thesis a couple months ago
And we were right of course
Only we can do these calls due to our deep knowledge and inights with core research, datacenter, accelerator, and Tokenomics models.
Amazon $AMZN
Sales@semianalysis.com https://t.co/qniBIcUH0A
Legendary chart from us. 😎
Noone excepted acceleration except for us.
Literally everyone else had it not doing this.
We posted over a quarter ago first https://t.co/WJ6dRmbLYA
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Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models https://t.co/GzZVZHip0V
SemiAnalysis_ ↗