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linkedin.com
Google TPU vs Nvidia GPU: Why Google Won’t Compete & The Hidden Power of Multi-Datacenter Clusters
Google quietly owns one of the world’s largest AI clusters—yet Nvidia dominates the AI hardware market. Why doesn’t Google sell TPUs or challenge Nvidia directly? In this video, we break down Google’s multi-datacenter TPU architecture, why TPUs are optimized for Google’s internal workloads like Search, Ads, YouTube, and Gemini, and ...
1 month ago
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The Exponential Fallacy: The Fall of the Toll Collector If Google’s Tensor Processing Units (TPUs) were to win substantially—meaning their 4x-6x cost-per-performance advantage becomes the industry standard for large-scale training and inference— NVIDIA’s fate wouldn't be a mere competitor setback; it would be the instantaneous obsolescence of an entire business model. The Analogy: The King of the Toll Bridge NVIDIA, today, is the King of the Toll Bridge. They built the only reliable bridge (the
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