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Google will never become NVIDIA's competitor, because it has never had the DNA to sell a product and its TPU, cloud, DeepMind and search teams serve different customers.

Drawn from what Dylan Patel said

SubjectsGooglesemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Interesting
A private bookmark. Not a position, and never counted.

What Dylan Patel actually said

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  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    But Google has never had that DNA of like, "This is a product we should sell." The Google Cloud, which is a separate organization from the TPU team, which is a separate organization from the DeepMind team, which is a separate organization from the Search team. There's a lot of bureaucracy here.

    Where this was said

    Watch from 4:04:27 plays here

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com

    video · 5h 06m · spoken · official transcript

    All 44 korrents from this recordingthis one is 34th

Added to korrents 3 Feb 2025 · How quotes work · Something wrong? Tell us

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