Anni(@anni_sen):I don’t think $NVDA is in anyway worried about Google TPUs. The scale and cost efficiency of $NVDA factory is hard to match. $GOOGL however is gaining shares on TPUs with Frontier Labs. Google announces its Tensor Processing Units will be available on Oracle’s cloud infrastructure platform starting in 2027. OpenAI plans to buy Google’s TPUs. Google earnings after close, their guidance will tell us what TPU backlog looks like. Most important will be search revenue. Not YouTube or TPUs but search.

Anni

@anni_sen

Managing Partner, BluBird Capital Engineer - xApple | xQualcomm | xIntel | Startup exits, Tennis player🎾, JohnsHopkins alumni

参加 January 2015

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Anni@anni_sen

2026.10.28 18:13

I don’t think $NVDA is in anyway worried about Google TPUs. The scale and cost efficiency of $NVDA factory is hard to match. $GOOGL however is gaining shares on TPUs with Frontier Labs. Google announces its Tensor Processing Units will be available on Oracle’s cloud infrastructure platform starting in 2027. OpenAI plans to buy Google’s TPUs. Google earnings after close, their guidance will tell us what TPU backlog looks like. Most important will be search revenue. Not YouTube or TPUs but search.