The Ledger
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Patel: Google will buy tons of GPUs through 2027 due to TPU limits
“When we look in 26, Google would buy a lot more TPUs, but they can't ramp production fast enough, right? And so they have to buy tons of GPUs. And we go to 27, it applies again, right? Google simply cannot buy enough TPUs, and they have to buy tons of GPUs.”