Fireside Alpha (@firesidealpha) “SemiAnalysis’s Dylan Patel says Google’s TPUs are just as good as Nvidia’s in hi” — TopicDigg

SemiAnalysis’s Dylan Patel says Google’s TPUs are just as good as Nvidia’s in his nightly benchmarks, and without Jensen’s wheeling and dealing Google could take a ton of share “It’s sort of a three-pronged strategy. One is you have to have the technical progress, and that keeps you winning. The second is that you have to have supply chain prowess, and Jensen’s the only executive in the semiconductor industry that is going out there and drinking and meeting and convincing all of these supply chain companies to invest like they’ve never done before, give him the allocations.” “Now if all of a sudden there’s no Jensen, and Google’s like, actually, double my allocation. The TPU, from our benchmarking, we test TPUs. We run benchmarks on them on open source models every night. They’re just as good as Nvidia. But Google doesn’t have that DNA of wheeling and dealing with the supply chain, wheeling and dealing with customers. Now if that DNA is gone, the thing that is Jensen is gone, does that now mean Google can just take a ton of share? It’s a real big possibility.” “Same with AMD. Technically, they’re awesome, but they’re just not able to wheel and deal like Jensen is able to. And that’s been a lot of the reason why they’ve been behind. Of course, the software as well. One of Nvidia’s biggest moats being CUDA, and software is being rapidly displaced by the fact that AI models are so good at writing software.”