Google will quite literally have more TPUv5’s than OpenAI, Meta, CoreWeave, Oracle, and Amazon will have GPUs combined
Compute Resources That Make Everyone Look GPU-Poor
https://www.semianalysis.com/p/google-gemini-eats-the-world-gemini
But where are they getting the TPUs from? They don't have Fabs right? It's probably just TSMC. What's stopping others to just developing in-house design and doing the same?
What's stopping nvidia to do the same and just sell the GPUs to other players?
Kendall Vernon
Stealth
a year ago
Hardware utilising APIs is what I am guessing. Like similarly, why isn't AMD big in AI space? Because thet don't have CUDQ. Google mitigates it through Tensorflow's popularity
Discover More
Curated from across