memeburn.com
2026-06-21
Memeburn
TL;DR
Amazon may sell Trainium chips directly outside AWS.
Trainium has reached a $20 billion annual revenue run rate.
OpenAI, Anthropic, and Uber have made major Trainium commitments.
Amazon claims Trainium3 can match Nvidia Blackwell at lower cost.
Google’s external TPU push signals a wider shift toward custom AI chips.
Nvidia still leads the AI accelerator market, but hyperscaler silicon is ga