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Open original source ↗OpenAI hasn’t even deployed TPUs yet and they’ve already saved ~30% on their entire lab wide NVIDIA fleet. This demonstrates how the perf per TCO advantage of TPUs is so strong that you already get the gains from adopting TPUs even before turning one on.
The piece covers a lot https://t.co/lfDzw1thB3
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TPUv7: Google Takes a Swing at the King Potential end of the CUDA Moat? Anthropic’s 1GW+ TPU Purchase, The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) you save, Next Generation TPUv8AX and TPUv8X versus Vera Rubin, All the 3D Torus Cube Diagrams you could possibly want and more... https://t.co/Xh1ohGxVjB
SemiAnalysis_ ↗