Ben Thompson

speaker

42,103 appearances 120 recordings 2 series first heard Sep 2024 last heard 21 Aug

Ben Thompson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.

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Sharp Tech with Ben Thompson · (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices · 1 May 2026 podcast

There's a there's a very we're we're we're doing a wandering here and we're gonna make make it back. podcast-host

Um podcast-host

The so the concern that that that semi-analysis article raised, I'll put a link in the show notes to this article. podcast-host

So it was real is really interesting at the time. podcast-host

Is Amazon is so committed to and locked into their proprietary networking in particular that they can get like NVIDIA stuff and they can plug it in, like their their their their I think it was HGX racks or whatever. podcast-host

And so you can access an NVIDIA instance, but podcast-host

Actually, the future is these huge it's not just a chip and it's not just a rack or a uh a compute eight with the HDX, I think were eight GPUs. podcast-host

It's entire racks. podcast-host

And it's not just entire racks, it's entire data centers that are linked together. podcast-host

This is what Jensen Huang goes on and on about about NVIDIA is like it's like the entire data center as a GPU. podcast-host

And it's this huge sort of thing. podcast-host

And that that is totally Amazon's whole strategy doesn't work there. podcast-host

Let's not do that. podcast-host

You have to do all Nvidia's networking. podcast-host

You have to do and so the concern that was raised that article is Amazon is so committed to their strategy, particularly in terms of networking, that they're going to miss fall behind more and more on AI as networking becomes more and more important in this. podcast-host

operating at systems aspect becomes more and more important. podcast-host

And podcast-host

It's not that that article was wrong. podcast-host

Okay. podcast-host

That is all true in terms of training. podcast-host

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