[hn3er1q]

> If TPU's are really that good why on earth would google not sell them.

nVidia sells nearly 4M GPUs per year. Google claims like 100K TPUs. Scaling a production line by 10x is very difficult and Google has not shown aptitude in this area of expertise.

Even if Google wanted to scale 10x I'm not sure they could. nVidia is believed to be taking like half of TSMC's new capacity (existing capacity is not idle). I suppose technically that means the other half could be consumed by Google but it's likely TSMCs other customers wouldn't appreciate that.