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Google’s v8 TPU is being split between Broadcom and MediaTek - the training wheels are coming off. Google will have every stage in house (other than the manufacturing) by end of decade and will see relative uplift compared to NVIDIA w/ AlphaChip/superior RL chip design.
Google’s v7 TPUs are dramatically cheaper (35-60%) than NVIDIA’s equivalents in terms of total cost of ownership. The Anthropic and Meta deals have a clear basis at this point. NVIDIA’s “monopoly” is ending.
RT @Justin_Halford_: @dwarkesh_sp The evals fail to capture multi turn, long horizon, non-ideal flows. Our tests are simplistic/generally f…
RT @scaling01: Claude Opus 4.5 can be used to speed up certain AI programs over 200 times
RT @Justin_Halford_: @johnloeber I feel like I’m staring at money on the ground. Never had more conviction in a company in my life. Feels a…
RT @peterwildeford: Everyone's calling AI a bubble. Goldman Sachs, Ray Dalio, the IMF, even Sam Altman. But here's the twist: they're all…