[tziki]

I don't understand how Google is willing to do this but won't sell TPUs to other days centers. It should be obvious from Nvidia's market cap that they're missing a huge opportunity.

[dehrmann]

The only reasons I can think of is they see them as their secret sauce, they don't want to support them for customers long-term, or they don't have the foundry capacity.

[paxys]

It's definitely #3. The GPUs have to first satisfy Google's own computing needs, and only then can they start selling them to others. Given how much training and inference the company is doing and how much demand there is internally it's very unlikely they are able to manufacture loads of extras, especially not profitably.