Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

United states Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul><li>In my opinion, this week’s big news in the semiconductor industry is the ramp of Trainium. It’s a bit subtle, but I will walk you through the secondary impacts and then give you an idea.</li><li>Let’s start at the source and walk backward from there. Amazon finally woke up. <a href="https://www.semianalysis.com/p/amazons-cloud-crisis-how-aws-will" target="_blank" rel="noopener">SemiAnalysis’s piece on why Amazon will lose the future of AI</a> has pretty much turned out correct.</li><li>AWS has a fundamentally different view of how to run infrastructure, and most of it is driven by effectively pursuing Amazon basics at scale for their AWS property.</li></ul>

In my opinion, this week’s big news in the semiconductor industry is the ramp of Trainium. It’s a bit subtle, but I will walk you through the secondary impacts and then give you an idea.Let’s start at the source and walk backward from there. Amazon finally woke up. SemiAnalysis’s piece on why Amazon will lose the future of AI has pretty much turned out correct.AWS has a fundamentally different view of how to run infrastructure, and most of it is driven by effectively pursuing Amazon basics at scale for their AWS property.

The Rise of Amazon's Trainium 2