I am not sure what context Jensen said that. But midjourney uses tpu. Apple uses tpu. They are no other frontier labs that use it, but Google + Anthropic is 2 out of 3 frontier lab so.....
You could reasonably say that "A majority of frontier labs uses TPU to train and serve their model."
You could reasonably say that "A majority of frontier labs uses TPU to train and serve their model."