Seems AWS is using this heavily internally, which makes sense, but not observing it getting traction outside that. Glad to see Amazon investing there though.
Seems AWS is using this heavily internally, which makes sense, but not observing it getting traction outside that. Glad to see Amazon investing there though.
We're not quite seeing that on the trn1 instances yet, so someone is using them.
If Anthropic walked out on stage today and said how amazing it was and how they’re using it the announcement would have a lot more weight. Instead… crickets from Anthropic in the keynote
You can’t really read into that. They are unlikely to let their competitors know if they have a slight performance/$ edge by going with AWS tech.
Anthropic is not going to interrupt their competitors if their competitors don't want to use trainium. Neither would you, I, nor anyone else. The only potential is downside. There's no upside potential for them at all in doing so.
From Anthropic's perspective, if the rest of us can't figure out how to make trainium work? Good.
Amazon will fix the difficulty problem with time, but that's time Anthropic can use to press their advantages and entrench themselves in the market.
This is the AWS press release from last month saying Anthropic is using 500k Trainium chips and will use 500k more: https://finance.yahoo.com/news/amazon-says-anthropic-will-us...
And this is the Anthropic press release from last month saying they will use more Google TPUs but also are continuing to use Trainium (see the last 2 paragraphs specifically): https://www.anthropic.com/news/expanding-our-use-of-google-c...
I used to work for an AI startup. This is where Nvidia's moat is - the tens of thousands of man-hours that has gone into making the entire AI ecosystem work well with Nvidia hardware and not much else.
It's not that they haven't thought of this, it's just that they don't want to hire another 1k engineers to do it.
Building an efficient compiler from high-level ML code to a TPU is actually quite a difficult software engineering feat, and it's not clear that Amazon has the kind of engineering talent needed to build something like that. Not like Google which have developed multiple compilers and language runtimes.