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
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
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...
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.