[fnordpiglet]

I think this is a narrow view. Aws and azure build their own data centers and partner closely with Nvidia and build their own silicon too. TPUS are non standard, no one else can run them - Nvidia build on fabrics and technologies well under and well integrated for a long time (mellanox etc) and clearly work very closely with the aws and azure hardware and data center build teams. I’d not bet that Google can do things better than everyone else - that’s certainly something Googlers always believe about themselves but it’s not the case that you can’t build a best of breed that meets or exceeds total in house builds.