Nvidia has met its competitive match and it just so happens to be a client.

Last week, someone in the barbershop asked “What’s going on with Nvidia? It’s been going down.” Yes. A range of topics are discussed at my barbershop. I put what I’ve learned in barbershops about life, business, politics, relationships, friendships via discussion & passionate debate on the same level as what I’ve learned in prestigious university classrooms. It makes you sharper. We talk about EVERYTHING! So as I’m explaining, I remember that with certain topics, it’s better to visually show than to tell. Why? Because when you see something, the imagery will stick with you longer than someone just telling you. You may forget what I told you but you will remember the visual and you can always refer back to it. Human Psychology 101‼️

With that said, this is not the end of Nvidia! No. Nvidia GPU chips will continue to dominate. This is not a zero-sum chip competition. However, it is interesting to see a still current Nvidia customer like Google, take steps to chip away market share from Nvidia. You can’t blame Google. Everyone wants Nvidia chips. The demand causes significant delays because Nvidia simply can’t design these chips fast enough. No company wants to be at the mercy of another company’s supply chain. There are stakeholders to to keep happy and earnings numbers to beat and that’s what ultimately makes Google’s TPU chip appealing. #Nvidia #GPU #Google #TPU #AWS #Amazon #Tranium #Microsoft #Azure #Broadcom #Marvell #XPU #Intel #OpenAI #ChatGPT #Grok #Claude #Gemini #Perplexity #Goreclips