Tensor Processing Unit, every mention

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every year anyone Sunny Madra 5Clark Tang 4Philippe Laffont 2Dylan Patel 1

Verbatim, from the transcripts: the passages where Tensor Processing Unit comes up

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NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 4 mentions

  • ▶ 40:53 Clark Tang Google's TPUs, Amazon's Tranium, and it seems like everyone from ARM to OpenAI to Anthropic are, you know, rumored to be building one. 4 times in the scene

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 5 mentions

  • ▶ 41:06 Sunny Madra And can I, can I put something there just to kind of hear your feedback on it, guys, which is look at Google and the TPU and Google is clearly, you know, by these numbers that we're seeing, right, putting out more tokens than anyone else,… 5 times in the scene

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod Jun 20, 2025 · 2 mentions

  • ▶ 27:01 Philippe Laffont I, I even have a hard time believing that those are the numbers is I thought Google was more skewed to TPUs than NVIDIA. 2 times in the scene

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 1 mention

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