Google TPU

part of Google

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 26, 2025 by Jensen Huang · said 25 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by Dylan Patel (12), Bill Gurley (9), Jensen Huang (3), Clark Tang (1)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 1 mention · from 15:22
every mention in 2026, scene by scene →

2025 4 mentions in 2 episodes 2 per episode

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 3 mentions · from 45:38
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 1 mention · from 1:13:23
every mention in 2025, scene by scene →

2024 20 mentions in 2 episodes 10 per episode

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 19 mentions · from 6:28
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Nov 21, 2024 · 1 mention · from 12:32
every mention in 2024, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Google TPU, oldest first

Sep 26, 2025 neutral

Prediction Open · timeframe Sep 2030

Huang: Google TPUs will inevitably transition to customer-owned tooling at scale

“Where will TPUs go when they, when it becomes a large business? Customer-owned tooling. There's no question about it.”

Jensen Huang Sep 26, 2025 ▶ 47:21 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod

Google TPU

Mentions by year

Everything said about Google TPU, oldest first

Turn any episode into a week of clips.