Overview
- AWS rolled out Trainium3 servers for customers, with clusters of 144 chips that deliver over four times the performance of the prior generation while using about 40% less energy.
- AWS says Trainium can cut training and operating costs by up to 50% versus comparable GPU-based systems, and named Anthropic among current users.
- Amazon said its forthcoming Trainium4 will support Nvidia's NVLink Fusion interconnect, part of a broader multigenerational partnership that also expands access to Nvidia GPUs and software on AWS.
- Nvidia shares pared gains following Amazon’s announcements, reflecting rising competitive pressure even as Nvidia retains leadership and reports surging data‑center revenue.
- Analysts and investors, including Michael Burry, warn that extended server depreciation schedules and potential hardware obsolescence could strain AI capex and future profitability across hyperscalers.