Rate Of Return$Alphabet(GOOGL.US)Google's TPU vs Nvidia/AMD GPU
Haven't really had much more information/ news ever since Google announced using their own TPU to train Gemini but this is a really promising start for the future for Google & their TPUs. Google's specialised TPUs are optimised for efficiency while Nvidia's GPUs are optimised for flexibility. So why is this a big deal for the AI sector? Nvidia's dominance and relatively strong moat in the industry has laid foundations for years while Google's TPUs offer a viable alternative. It would be interesting to see how TPUs develop in the coming years and how/which companies decide to switch to partner with Google. Moreover, this is a breakthrough for Google and hopefully we would be able to have more positive news from them in the future. @Bridge Buzz SG
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