The problem is Nvidia is never going to have the AI expertise up and down the stack like Google.
As far as I am aware Nvidia does not even run a cloud do they? Obviously never going to have the production NN that Google has.
Google now has well over 4k NN in production and not sure if Nvidia has any? Well over a billion a day are using the Google NN. That data allows Google to iterate in ways that Nvidia just never would be able to.
But this was all theory and why starting to see a little more concrete results like this where Google with their TPUs able to charge 1/2 the price of using Nvidia is value. Then we also have the paper from Google on the Gen 1.
I would guess Google is working on a gen 3. Nvidia is trying to catch a moving target but without the data. So they are behind, trying to catch up, but missing an arm.
A perfect example of this phenomenon is Capsule network pioneered by Hinton. They use dynamic routing which is potentially going to require different approach to memory access as the pattern would be different than CNN or RNN.
Today the problem is memory access and no longer instruction execution. Google nailed the low hanging fruit with the Gen 1 TPUs. They have 65536 very simple cores. Now you have to go after memory access.
Your post is all over the place so a bit hard to respond. Google Fiber was NOT about cost. It was about AT&T and other established players with some local governments making it difficult for Google to access what they needed to be able to compete.
I hate debating something with someone that is doing what you are doing. Google Fiber? Really?
"I think they are actually farther along and more aggressive about exploring deep learning"
I do a LOT of surfing on sites and can easily say this is the craziest thing I have read in a bit. You are honestly comparing Nvidia to Google? Really?
Google solved Go a decade early. Hinton did the Capsule networks and basically the farther of DL. Well made it actually work. What breakthrough came from Nvidia?
A single one?
There is so much crazy stuff in your posts this must be driven by something else and something emotional? Your points are just not based on reality. Is this really about Google firing Damore?
BTW, Nvidia read the Google Gen 1 TPU paper and why we see them doing similar things. But Google is going to move to addressing the memory access problems as that is the next area to improve. Once Google figures it out then you will see Nvidia just copy the approach like they are doing with the gen 1 TPUs.
I listened to this Nvidia presentation on YouTube and they were basically quoting the Google TPU paper. Talking about using 8 bit, integers, etc, for inference.
Google will release the gen 3 and then share a paper on the gen 2 and we will see Nvivida then try to copy that one. Nvidia always a couple of steps behind.
But I am a super curious person and can you share what this is really all about?