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A comment on An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment. Parent comment

Re:An Interview with Nvidia CEO Jensen Huang About AI’s iPho... by potatolicious on Saturday March 25, 2023 @05:11PM (#35307410)
> "Google has TPUs but have these even made a tiny dent in Nvidia's position?"

This seems unknowable without Google's internal data. The salient question is: "how many Nvidia GPUs would Google have bought if they didn't have TPUs?"

The answer is probably "a lot", but realistically we don't know how many TPUs are deployed internally and how many Nvidia GPUs it displaced.

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Re:An Interview with Nvidia CEO Jensen Huang About AI’s iPho... by paulmd on Saturday March 25, 2023 @06:58PM (#35308435)
Tesla and the Dojo architecture is another interesting one - that's another Jim Keller project and frankly Dojo may be a little underappreciated given how everything Keller touches tends to turn into gold.

https://www.nextplatform.com/2022/08/23/inside-teslas-innova...

Much like Google, I think Tesla realized this is a capability they need, and at the scales they operate, it's cheaper than buying a whole bunch of NVIDIA product.

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Re:An Interview with Nvidia CEO Jensen Huang About AI’s iPho... by abudabi123 on Sunday March 26, 2023 @12:43AM (#35311036)
If I recall correct Tesla went to the Dojo because the founder's vision went way beyond where NVIDIA was at their going rate.
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