AWS Trainium3 + Cerebras CS-3 Bedrock inference H2 2026 + Annapurna churn
Key Questions
What are the key features of AWS Trainium3 and Cerebras CS-3?
Trainium3 (3nm) and Cerebras CS-3 will power Bedrock inference in H2 2026, offering 50% lower TCO than Nvidia. They are in PyTorch pilots with Anthropic, OpenAI, Apple, and Uber.
How is Uber validating AWS's new chips?
Uber is running a live trial of Graviton and Trainium3, expanding its AWS deal and shifting from Google and Oracle. This challenges competitors and validates scale for real-time rides.
What leadership change occurred at Annapurna Labs?
Gadi Hutt, a key executive, exited Annapurna Labs. Watch for benchmarks, exec moves, and Uber rollout progress.
3nm Trainium3/CS-3 Bedrock TCO -50% vs Nvidia; H2 rollout, PyTorch pilots Anthropic/OpenAI/Apple/Uber validates scale (Uber Graviton/Trainium3 trial live, challenging Oracle/Google). Gadi Hutt exits Annapurna. Watch benchmarks/execs/Uber rollout.