TPU
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 23, 2026 by Amin Vahdat · said 5 times in 1 episodes since 2026 · across every show →
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brought up most by Jeremy Eliahu-Ontiveros (5)
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2026 5 mentions in 1 episode
Everything said about TPU, oldest first
Apr 23, 2026 positive
Vahdat: Google co-designs TPUs directly with power sources, buildings, and Gemini
“In other words, for us, for let's say our TPUs, we co-design them with a building. We co-design them with the power generation source. We co-design them with the DeepMind team that builds Gemini models. So it's the software above, the models above that, the ch…”
Jul 9, 2026 bearish
Eliahu-Ontiveros: Nvidia risks losing silicon share unless it backstops neocloud power
“It's actually becoming a pretty existential risk for NVIDIA because if they don't support the NeoClouds, they're at risk of basically seeing Google Amazon and others take tremendous market share on the silicon side, right? So you would see Tranium take, take m…”