Follow me on Moomoo to stay informed and connected! Nvidia's expensive GPUs are dominating the data center hardware market, displacing CPU compute and cutting into customer margin. Google is the one big exception, using their own custom silicon, the TPU. They also rent them out at Google Cloud, alongside Nvidia hardware. They just introduced version 5e. TPU chips are made by Broadcom and TSM. But this boost from Google is not enough to make up for weakness elsewhere for Br...
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Nvidia's expensive GPUs are dominating the data center hardware market, displacing CPU compute and cutting into customer margin.
Google is the one big exception, using their own custom silicon, the TPU. They also rent them out at Google Cloud, alongside Nvidia hardware. They just introduced version 5e.
TPU chips are made by Broadcom and TSM. But this boost from Google is not enough to make up for weakness elsewhere for Br...
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