Nvidia Q4 beat as AI infrastructure demand booms

[agentifysh]

Seems like Google's TPU has had not much impact yet on Nvidia. Still unwavering demand for Nvidia's chips especially from hyperscalers.

[u1hcw9nx]

Google is still one of the Nvidia's largest customers. Google Ironwood (TPU v7) is roughly 12 months (generation) behind Nvidia in performance, but they get incredible savings in cost by having their own chips.

Where Google has advantage is massive Superpods that scale better than Nvidia racks.

[re-thc]

Google doesn't and won't have enough TPUs regardless. Nvidia owns the supply chain (confirmed with them trying to or has taken over Apple as TSMC's biggest customer).

[gigatexal]

Meh. I wanted to build out a new ITX pc. Won’t be able to at these inflated insane prices.