Erik argues that improving software support for alternative accelerators could unlock significant demand because hardware is difficult while software is comparatively easier to improve.

“I, I don't know much about Trainium. I, I don't feel like I see quite as, uh... But, you know, the, the team is very good. I know they're working on a lot of the software stuff.”

“You know, hardware is hard in a, in a certain way.”

“Like, software is, like, easier, and that makes me feel like, you know, if we just fix the sort of software layer for these accelerators, like, I think there's gonna be a lot of demand for them.”