It has scaled custom silicon to millions of units whilst maintaining rapid iteration cycles. Whether those capabilities translate into the cost reductions that unlock enterprise adoption will determine if AI infrastructure becomes as commoditised as compute capacity.
“ When things get cheaper, customers innovate faster,” David says.
“ The do more for their end customers, and those wheels spin even faster in terms of innovation and getting things done. Whether it’ s price performance on GPUs or price performance on custom silicon like Trainium, you want to get more compute for every dollar spent. If I can get that cost down, it’ s going to unlock more innovation for our customers and more adoption.”
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