Jessie Dong(@jessiedong_):a TPU neocloud ecosystem is starting to happen. nvidia is the center of ai right now, and we see companies like etched try to compete on a chip level. google will compete to create an ecosystem of TPUs to compete with nvidia's neocloud ecosystem. we don't give TPUs much attention but we already have two signs that they're definitely useful: - last September, @fluidstack became the first neocloud to deploy google TPUs. no longer in google's own cloud! - a month later, @AnthropicAI planned to use up to 1 million TPUs. and then this April, it agreed to use multiple gigawatts of next generation of TPUs then, this May, blackstone agreed to create a new TPU cloud with google. a *5 billion* equity commitment!

2026.09.26 05:31

a TPU neocloud ecosystem is starting to happen. nvidia is the center of ai right now, and we see companies like etched try to compete on a chip level. google will compete to create an ecosystem of TPUs to compete with nvidia's neocloud ecosystem. we don't give TPUs much attention but we already have two signs that they're definitely useful: - last September, @fluidstack became the first neocloud to deploy google TPUs. no longer in google's own cloud! - a month later, @AnthropicAI planned to use up to 1 million TPUs. and then this April, it agreed to use multiple gigawatts of next generation of TPUs then, this May, blackstone agreed to create a new TPU cloud with google. a *5 billion* equity commitment!

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