Fireside Alpha(@firesidealpha):Right on cue. Gavin Baker (@GavinSBaker, Atreides) was asked recently which chip was most underrated and where consensus was wrong. His reply: "Trainium by far. Trainium is going to be to 2026, especially in the 2H of this year when Trainium 3 really ramps, as TPUs were to 2025."

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Fireside Alpha@firesidealpha

2026.06.17 19:31

Right on cue. Gavin Baker (@GavinSBaker, Atreides) was asked recently which chip was most underrated and where consensus was wrong. His reply: "Trainium by far. Trainium is going to be to 2026, especially in the 2H of this year when Trainium 3 really ramps, as TPUs were to 2025."