[zaphar]

You essentially have to run in google to use them and that probably limits their ability to breakout. Anthropic might be doing this deal as a way to shore up their supply chain and cost of both inference and training by leveraging Google's hardware and chip manufacturing expertise.

[ai-x]

Several customers like Citadel, run TPUs in their own datacenters (closer to Exchanges)

[lanthissa]

every tpu thats been made is in use and sold at a high margin, demand is not the issue.