TPU

“Like in the next six months there is a bit of a slowdown in Google TPU purchases because they have no data center space. They want more. They just literally have no data center space to put them.”

“Like with Blackwell, not only is it way, way, way faster, anywhere from 10 to 15 times on really large models for inference, because they've optimized it for very large language models, they've also decided, hey, we're gonna cut our margin, too, somewhat, beca…”

“Nvidia's talking about GB 200, NVL 72, TPUs go to 8000 today, right?”

“Google actually did this alongside Broadcom you know, and they did it before Nvidia, right? You know, today everyone's freaking out about, or not freaking out, but like everyone's like very excited about Nvidia's Blackwell system, right? It is a rack Of GPUs. …”

“There's only one company accounts for over 70% of Google's revenue from TPUs as far as I understand, and that's Apple.”

“You're supposed to create a startup before the market grows. You're not supposed to come up as a startup when the market's a trillion dollars large. You know, this fallacy, and all VCs know this fallacy that a large market, if you could just take a few percent…”