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TPU

also referred to as: tpus

3 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Oct 24, 2025 by Jessica Lessin · across every show →

Everything said about TPU, oldest first

Oct 24, 2025 positive
Assertion Not checkable as stated
Lessin: Gemini and Anthropic Are Trained on TPUs Rather Than GPUs
“If that's true, then the top two coding models Gemini and Anthropic are trained on TPUs, not GPUs. And I think that's a really big deal.”
Jessica Lessin Oct 24, 2025 ▶ 21:08 TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained · More or Less Podcast
Oct 24, 2025 negative
Insight
Lessin: Custom AI Chips Do Not Need to Match NVIDIA's Performance
“They make a mistake thinking that a TPU or a Tranium or from Amazon or something a company develops itself has to be as good as NVIDIA. It doesn't because NVIDIA's margin is so big. It can actually be a fraction of as good as NVIDIA and still cost effective.”
Jessica Lessin Oct 24, 2025 ▶ 23:57 TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained · More or Less Podcast
Nov 28, 2025 neutral
Assertion Not checkable as stated
Jessica Lessin: Meta is in serious talks to buy Google TPUs
“One, Meta is considering, and in very serious talks, over a billions of dollars, spending billions of dollars on TPUs in a future deal”
Jessica Lessin Nov 28, 2025 ▶ 25:31 OpenAI vs Google vs Meta: Business Model War · More or Less Podcast
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