Overview
- At AWS Re:Invent, Amazon introduced Trainium3, claiming roughly four times Trainium2’s performance with lower power use.
- CEO Andy Jassy said Trainium2 has a multi‑billion‑dollar revenue run rate, more than 1 million chips in production, and over 100,000 Bedrock customers.
- AWS CEO Matt Garman said Anthropic’s Project Rainier is using over 500,000 Trainium2 chips to train the next Claude models.
- AWS configured data centers so Trainium2 can be swapped for Trainium3 in existing racks, which use a new interconnect linking up to 144 chips for direct communication.
- Investors are warning that rapid refresh cycles could accelerate depreciation, and prior reporting says a future Trainium4 is planned to interoperate with Nvidia GPUs.