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 (SemiAnalysis)

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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