https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the
TPU adoption drives NVIDIA discounts, NVIDIA lab investments hide discounts to keep list price high. Lots of insights here.
https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the
TPU adoption drives NVIDIA discounts, NVIDIA lab investments hide discounts to keep list price high. Lots of insights here.