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TPU

also referred to as: tpus

6 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Sep 6, 2023 by David Rosenthal · across every show →

Everything said about TPU, oldest first

Sep 6, 2023
Assertion Supported
Google built TPUs to offset compute costs while still buying Nvidia hardware
“Even Google at this point in time, this is when they start building their own chips, TPUs, because, you know, they're still buying tons of hardware from NVIDIA, but they're also starting to source their own here.”
David Rosenthal Sep 6, 2023 ▶ 43:16 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Oct 6, 2025
Assertion Supported
Google Designed and Deployed First TPU in 15 Months
“So, the TPU was designed, verified, built, and deployed into data centers in 15 months.”
Ben Gilbert Oct 6, 2025 ▶ 1:47:49 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Oct 6, 2025 positive
Assertion Not checkable as stated
Google TPUs Are Only Scaled AI Chip Deployment Besides Nvidia
“They're a chip company with their Tensor Processing Units, or TPUs, which is the only real scale deployment of AI chips in the world besides Nvidia GPUs.”
Ben Gilbert Oct 6, 2025 ▶ 3:27 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Oct 6, 2025
Assertion Supported
Google Operates an Estimated 2 to 3 Million Custom TPUs
“But today, Google, it's estimated, has two to three million TPUs. For reference, Nvidia shipped, people don't know for sure, somewhere around four million GPUs last year.”
Ben Gilbert Oct 6, 2025 ▶ 1:49:49 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Oct 6, 2025 positive
Assertion Contradicted
Google Is Only Company with Both Frontier Model and AI Silicon
“Somebody put it to me in research that if you don't have a foundational frontier model, Or you don't have an AI chip, you might just be a commodity in the AI market, and Google is the only company that has both.”
David Rosenthal Oct 6, 2025 ▶ 3:41 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Oct 6, 2025 bullish
Prediction Held up
Neoclouds Will Offer Google TPUs in the Coming Months
“I think within a year it might happen. There are rumors already that some NeoClouds in the coming months are gonna have TPUs.”
Ben Gilbert Oct 6, 2025 ▶ 3:31:22 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
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