It is hard for Google to make money on these TPUs as the whole engineering cost has to be made back from its pricing on Google Cloud, where as with NVIDIA it can pay back its engineering costs via multiple mature channels (games, super computers, and multiple cloud providers.) I wonder which is higher, the cost for creating the TPUs in terms of engineering and manufacturing or the cost differential in terms of usage…
30% cheaper e2e price for the company's first public offering, compared to the market leader's top-of-the-line chip sounds...pretty good to me?