Evidence receipt / evaluation
Published · transcript-backedBen Gilbert: evaluation
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“I don’t know if you have to use the TensorFlow framework, which has been waning in popularity relative to PyTorch, but it’s certainly not an industry standard to use TPUs the way that it is to use Nvidia’s hardware.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…Yes. It is worth acknowledging, it’s a two horse race for LLM training. I know we’ve been harping on Nvidia, but Google TPUs are also manufactured at volume. You can just only get them through Google Cloud. I don’t know if you have to use the TensorFlow framework, which has been waning in popularity relative to PyTorch, but it’s certainly not an industry standard to use TPUs the way that it is to use Nvidia’s hardware. I suspect a lot of the volume of the TPUs is being used internally by Google for Bard, for doing stuff in Google search. I know they’ve added a lot of the generative AI capability to search. Totally. Two points on this. Just sticking to the scope of this business and market discussion, this is a major casualty of a strategy conflict at Google. Obviously, the way you want to do this is the way Nvidia is doing this. If your customers want to buy through the cloud, you want to be in every cloud. But obviously Google is not going to be in AWS, Azure, Oracle, and all the new cloud providers. They’re only going to be in GCP.…
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