Re:TPU Deep Dive
by dismalaf on Sunday June 22, 2025 @08:07AM
(#44346199)
Nvidia is selling a ton of chips on hype.
Google is saving a ton of money by making TPUs, which will pay off in the future when AI is better monetized, but so far no one is directly making a massive profit from foundation models. It's a long term play.
Re:TPU Deep Dive
by CalChris on Sunday June 22, 2025 @10:20AM
(#44347160)
Common in gold rushes but then they are selling chips. Are they overvalued? Maybe. Are they profitable (something WeWork and Uber aren't) ? Yes, quite.
Google is saving a ton of money by making TPUs, which will pay off in the future when AI is better monetized, but so far no one is directly making a massive profit from foundation models. It's a long term play.
Also, I'd argue Nvidia is massively overvalued.