The Circuit EP 143: AWS Tranium, Marvell Earnings, Intel EMIB!
26 snips
Dec 9, 2025 Ben shares a health update before diving into Amazon's new AI-focused Tranium and its rivalry with Nvidia. They discuss Marvell's earnings and the challenges of custom silicon, alongside interesting developments in optical networking with Celestial's acquisition. Intel's role in advanced packaging and Apple’s leadership shifts are also featured. The conversation sheds light on the competitive landscape in AI and cloud computing, offering insights into emerging technologies and strategic moves in the tech world.
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Amazon Doubles Down On GPUs And Tranium
- Amazon emphasized GPUs but unveiled Tranium 3 as a scalable custom accelerator architecture up to 144 per rack and beyond.
- The market remains skeptical until Amazon proves third-party adoption and real-world performance at scale.
Third Gen Chips Are Functional Milestones
- Tranium 3 shows meaningful progress but still trails Nvidia, Google TPU, and AMD on performance per chip.
- Third-generation chips often mark functional maturity, yet Amazon must prove broader ecosystem traction.
Roadmap Teasing Is Strategic Signaling
- Amazon teased Tranium 4 alongside Tranium 3 to signal long-term commitment and roadmap stability.
- That roadmap signaling aims to keep customers from switching clouds when credits and contracts expire.
