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I don't understand how Google is willing to do this but won't sell TPUs to other days centers. It should be obvious from Nvidia's market cap that they're missin
by tziki 1y ago
I don't understand how Google is willing to do this but won't sell TPUs to other days centers. It should be obvious from Nvidia's market cap that they're missing a huge opportunity.
- dehrmann 1y agoThe only reasons I can think of is they see them as their secret sauce, they don't want to support them for customers long-term, or they don't have the foundry capacity.
- deleted 1y ago[deleted]
- paxys 1y agoIt's definitely #3. The GPUs have to first satisfy Google's own computing needs, and only then can they start selling them to others. Given how much training and inference the company is doing and how much demand there is internally it's very unlikely they are able to manufacture loads of extras, especially not profitably.
- azemetre 1y agoThis is a trillion dollar corporation. Would Google seriously have trouble raising the funds to build a chip fab? This seems like something they could do if they actually want to but I’d guess that would take actual leadership when they appear to have none. Especially in today’s political climate, building this in a purple state would ensure longevity too. The Trump admin would probably let them break ground immediately if they had the plans and I doubt democratic leadership would disagree either. So what gives?
- deleted 1y ago[deleted]
- motoxpro 1y agoTPU's are vertically integrated. If I was an investor and Google said they are going to now compete with Nvidia and TSMC I would take that as a sign they the leadership has completely lost the ability to see what their core competency is. Investing 100-200+ billion into fabs just to be on an equal playing field, is not it. Would be a poor allocation of capital. Especially since, as they build up capacity for their own jobs, they get to see the excess to customers.
- Unroasted6154 1y agoBuilding a fab is pretty much impossible. You can give TSMC a ton of money to build more capacity, but so can everyone else in the space.