Subject: Re: A thought about AI
"In other words, if (say) Microsoft or whoever designs their own chips for their next generation data centres, they might not sell those chips to the other clients of Nvidia. That outcome would considerably reduce the risk to Nvidia's future profits."

Google's TPUs are an under appreciated asset in the cloud / AI wars. Gemini 3 was trained completely trained on TPUs


https://cloud.google.com/trans...