Locator: 49502TPUS.
Updates
October 25, 2025:
AI prompt:
I assume Google designs, markets, sells their TPUs, but who actually does the manufacturing -- the fab?
Answer: link here.
October 25, 2025: One week ago, none of us had heard of "TPUs."
Now, today:
AI prompt: how is Google using TPUs to make money?
Breakdown:
- On Google Cloud's accelerator / AI-compute revenue today:
- Nvidia GPU-based compute: 54 - 64%
- Google TPU / other ASICs: 36 - 46%
AI prompt: this is a great time to ask, "with whom has Apple partnered for cloud-based AI support?" I think folks might be surprised.
Original Post
Note: for the most part, this discussion has to do with the cloud and not personal computers.
Note: Apple is not using TPUs (to the best of my knowledge). The closest comparison for Apple to TPUs is their neural units (NPUs) which they do use at "the edge" (personal devices, as opposed to "the cloud").
AI prompt:
There's occasional talk that TPUs could take over the GPU market. My understanding is that these are two different "chips" optimized for different "jobs." It's possible analysts don't mean that TPUs will replace GPUs in computers / servers but that the "excitement / enthusiasm" for investors will move to TPUs, which if true, is simply part of the investing process. Your thoughts.
Part of ChatGPT's reply:
Projections:
