googles multiple businesses and gemini isn't the largest one.

anthropic is the anchor external customer of tpu's and nvidia is worth more than all of google. If tpu's actually breakout as a viable alternative over the next few years for multiple clients the business could easily be worth as much as search, maybe more.

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nikcub 6 hours ago | parent | next [-]

Google cloud also need to be able to offer Anthropic models on Vertex otherwise they just won't be competitive.

Microsoft is in the same boat with Azure.

	▲	shimman 5 hours ago \| parent [-]
		Google Cloud also needs to show constant quarterly growth so what better way than simply buying it and fudging the numbers?

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billisonline 9 hours ago | parent | prev [-]

> If tpu's actually breakout as a viable alternative over the next few years

Why haven't they broken out yet, I wonder, if they're more efficient for inference and LLM costs are now weighted towards inference over training?

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zaphar 9 hours ago | parent | next [-]

You essentially have to run in google to use them and that probably limits their ability to breakout. Anthropic might be doing this deal as a way to shore up their supply chain and cost of both inference and training by leveraging Google's hardware and chip manufacturing expertise.

	▲	ai-x 9 hours ago \| parent \| next [-]
		Several customers like Citadel, run TPUs in their own datacenters (closer to Exchanges)
	▲	lanthissa 8 hours ago \| parent \| prev [-]
		every tpu thats been made is in use and sold at a high margin, demand is not the issue.

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lanthissa 8 hours ago | parent | prev | next [-]

there are literally not enough tpu's on earth for them to break out, every tpu thats been made is in use, the spike in demand is recent and google has heavy competition for foundry space.

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chris_st 9 hours ago | parent | prev [-]

Possibly because they just haven't been able to manufacture enough of them yet to be a viable business to others? They're fighting everyone else for foundry space and time.