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A comment on TPU transformation: A look back at 10 years of our AI-specialized chips. Parent comment

Re:TPU transformation: A look back at 10 years of our AI-spe... by michaelt on Sunday August 04, 2024 @04:21PM (#41156071)
> Do you think that NVidia is happy to not have an online ecosystem to tie to its GPUs, for added (sales) value?

I think nvidia is ecstatic about having commoditised their complement, and having the only ML acceleration option that's available from every cloud provider and on-prem.

Why have Amazon, Google and Microsoft as competitors when you can have them as customers instead?

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Re:TPU transformation: A look back at 10 years of our AI-spe... by nine_k on Sunday August 04, 2024 @04:29PM (#41156112)
This is indeed so. But if NVidia could have some recurring revenue from the GPUs, maybe in the form of leasing GPU farms it runs in a proprietary way, it would also be nice. In that alternative universe, it would still have Google and MS as customers, the way AWS has many large-scale companies as customers.
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