David Rosenthal: belief

Transcript context

…Nothing announced, but TPUs are likely going to be available in neocloud soon, which is an interesting thing. Why would Google do that? Are they trying to build an NVIDIA-type business where they make money selling chips? I don’t think so. I think it’s more that they’re trying to build an ecosystem around their chips the way that Cuda does, and you’re only going to credibly be able to do that if your chips are accessible and anywhere that someone’s running their existing workloads. It’d be very interesting if it happens. And look, you may be right. Maybe there will be TPUs in AWS or Azure someday, but I don’t think they would’ve been able to start there. If Google didn’t have a cloud and there weren’t any way for developers to use TPUs and start wanting TPUs, would Amazon or Microsoft be like, eh, you know? All right, Google. We’ll take some of your TPUs, even though no developer out there uses some. All right, well with that, let’s move into analysis. I think we need to do bull and bear on this one. We have to this time.…

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