can someone help me understand how the following can be true:
1. TPU's are a serious competitor to nvidia chips.
2. Chip makers with the best chips are valued at 1-3.5T.
3. Google's market cap is 2T.
4. It is correct for google to not sell TPU's.
i have heard the whole, its better to rent them thing, but if they're actually good selling them is almost as good a business as every other part of the company.
1. TPU's are a serious competitor to nvidia chips.
2. Chip makers with the best chips are valued at 1-3.5T.
3. Google's market cap is 2T.
4. It is correct for google to not sell TPU's.
i have heard the whole, its better to rent them thing, but if they're actually good selling them is almost as good a business as every other part of the company.