Comment by philippta
17 hours ago
In the recent Dwarkesh Podcast episode Jensen Huang (Nvidia) said that virtually nobody but Anthropic uses TPUs. How does that add up?
17 hours ago
In the recent Dwarkesh Podcast episode Jensen Huang (Nvidia) said that virtually nobody but Anthropic uses TPUs. How does that add up?
I am not sure what context Jensen said that. But midjourney uses tpu. Apple uses tpu. They are no other frontier labs that use it, but Google + Anthropic is 2 out of 3 frontier lab so.....
You could reasonably say that "A majority of frontier labs uses TPU to train and serve their model."
Afaik, TPUs are only used for inference, not training. Maybe that was also what the quote referred to.
> How does that add up?
He's been saying whatever is good for Nvidia for years now without any regard for truth or reason. He's one of the least trustworthy voices in the space.
Jensen hallucinates more than any llm, he just speaks without thinking all that much about what he says and he generalizes a lot. Trying to hold him accountable to imprecisions and gross simplifications is just going to frustrate whoever tries without changing one bit of his behavior.
You're asking why a businessman would downplay the use of a competing product line?
This is the same guy who said OpenClaw was the most important software release ever. Statements like this make me question how technically competent these tech CEOs are
Is technical competence the primary measure of tech CEOs at this point? Points vaguely at Elon Musk and the upcoming IPO
Who is the other frontier lab other than Anthropic, OpenAI, and Google? I thought they were ahead of everyone else.
Folks who make Deepseek, Qwen, GLM, MiniMax, Kimi and MiMo.
They're at the frontier of last year. They compete with Opus 4.5. They don't yet compete with current frontier models.
They'll presumably catch up, there is no monopoly on talent held by the US. And, that's more true than ever now that the US is actively hostile to immigrants. Scientists who might have come to the US three years ago have little reason to do so now.
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Yeah I thought all of those were generally acknowledged to be a little behind the big 3.
He forgot one other big company that uses TPUs besides Anthropic...