I published my $AMZN Trainium deep dive. Investors are underestimating this ASIC. 1. Specs & software stack 2. Performance & costs of Trainium 2 & 3 3. Cost comparison of Trainium, $NVDA, and $GOOGL TPU 4. Bottlenecks 5. AWS Trainium business strategy https://t.co/CgSO4iXoZW
— Rihard Jarc (@RihardJarc) Dec 18, 2025
from Twitter https://twitter.com/RihardJarc
December 18, 2025 at 02:11PM
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