[Mr_P]

I wouldn't be surprised if Google's TPU's pushed them far over the edge on this. I'd bet TPUs running inference for Ads models can basically print money for the company.

They've also already been building their own network chips for some time. So, given the scale of their datacenters, I think it's entirely reasonable that they'd outpace nvidia.

[stingraycharles]

I think you may have too high expectations of how much TPUs Google really needs, and how much of those Google is using for training Adsense models.

There are such an insane number of processors being made, we have Apple, Amazon, AMD, Nvidia, Google all buying their stuff from TSMC. I would be very surprised if Google was the biggest of them all.