nvidia just blew $20B to acquire a company’s alternative to Google’s TPU chips

lots to unpack here but the main takeaway is google struck a nerve, they’re on to something with Asics which means nvidias market dominance ain’t what it seems despite the decade long head start

if nvidia GPUs are in fact too overvalued and low latency asics can carve a market in inference specifically then google, amazon and smaller startups pose a threat.

i believe in the end inference will be a larger demand sink for compute than training. 2025 has been a clear signal of this with smarter models being unlocked in post training.

cheaper tokens, lower latency, smaller chips.