Reading up on Trainium
4 deep · digging since jan 22
- Amazon’s Durability – Stratechery by Ben Thompson
Amazon's decade-long investments in infrastructure, custom silicon, and physical-world operations position it to dominate the inference era of AI.
- Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter
Amazon CEO Andy Jassy's shareholder letter defends $200B capex by touting custom AI chips and satellite internet, while challenging Nvidia, Intel, and Starlink.
- An exclusive tour of Amazon's Trainium lab, the chip that's won over Anthropic, OpenAI, even Apple
Amazon's Trainium chip is winning customers like Anthropic, OpenAI, and Apple as a cheaper Nvidia alternative, with 1.4 million chips deployed.
- Designing AI resistant technical evaluations
Anthropic redesigned its performance engineering take-home test three times because Claude models kept solving it, eventually adopting unconventional puzzles to stay ahead.