On the podcast interview now Groq CEO Jonathon Ross did[1] he talked about the creation of the original TPUs (which he built at Google). Apparently originally it was a FPGA he did in his 20% time because he sat near the team who was having inference speed issues. They got it working, then Jeff Dean did the math and the decided to do an ASIC. Now of course Google should spin off the TPU team as a separate company. It'…
The way I see, NVidia only has a few advantages ordered from most important to least: 1. Reserved fab space. 2. Highly integrated software. 3. Hardware architecture that exists today. 4. Customer relationships. but all of these aspects are weak in one way or another: For #1, fab space is tight, and NVidia can strangle its consumer GPU market if it means selling more AI chips at a higher price. This advantage is gone…
Alone how many internal ML things nvidia builds helps them tremendesly to understand the market (what does the market need).
And they use their inventions themselves.
'only has a few' = 'has a handful easy to list but with huge implications which are not easily matched by amd or intel right now'