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
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