Exactly my point, they have bespoke offerings but when they compete head to head for performance they get smoked. See more: their Tensor processor that they use in the beleaguered Pixel. They are in last place.
TPUs on the other hand are ASICs, we are more than familiar with the limited application, high performance and high barriers to entry associated with them. TPUs will be worthless as the AI bubble keeps deflating and excess capacity is everywhere.
The people who don't have a rudimentary understanding are the wall street boosters that treat it like the primary threat to Nvidia or a moat for Google (hint: it is neither).
TPUs on the other hand are ASICs, we are more than familiar with the limited application, high performance and high barriers to entry associated with them. TPUs will be worthless as the AI bubble keeps deflating and excess capacity is everywhere.
The people who don't have a rudimentary understanding are the wall street boosters that treat it like the primary threat to Nvidia or a moat for Google (hint: it is neither).