GCP getting second tier TPU allocation b/c TPU cannot be enough to meet GDM needs. At this point, it would be very stupid for external customers betting on TPUs (I am looking at Apple).
Probably that there are already several generations of TPU hardware - the best ones go to internal use, while the older hardware gets rented out to gcp to amortize the development costs.
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GCP getting second tier TPU allocation b/c TPU cannot be enough to meet GDM needs. At this point, it would be very stupid for external customers betting on TPUs (I am looking at Apple).
What exactly does this mean?
Probably that there are already several generations of TPU hardware - the best ones go to internal use, while the older hardware gets rented out to gcp to amortize the development costs.
That's correct. Unless Zuck is OK with using one-generation older TPU, which is a possibility.
Why would it be stupid?