Comment by mhitza
16 hours ago
I haven't thought about any secondary play, but if these companies converge on Google's TPUs, they would probably eagerly slice from NVIDIA's current market.
> In September 2025, Google is in talks with several "neoclouds," including Crusoe and CoreWeave, about deploying TPU in their datacenter. In November 2025, Meta is in talks with Google to deploy TPUs in its AI datacenters.
I keep getting notification from my tooling that gemini models are overloaded so we switched you to openai. So I feel google is not ready to sell tpu’s just yet.