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So let me get this straight. You are saying Nvidia is having a massive shortage of parts, while ignoring that both AWS and GCP offer GPU instances that you can

So let me get this straight. You are saying Nvidia is having a massive shortage of parts, while ignoring that both AWS and GCP offer GPU instances that you can get any time. Not only that, the article you reference is about Geforce GPUs, which is not a data center GPU. You are comparing apples and oranges. Please show me an article where there's a shortage of Tesla cards.

jacksmith21006 8y ago
It is about being dependent on someone else for something that is critical to you. But really now it is just Nvidia does not have the ability to meet Google's needs. I am not aware of anything from Nvidia that could do 16k cycles through a NN in real-time at a cost that you could roll out at scale. Google priced WaveNet competitively to the old way of doing. You can only do that with a very low cost for computation and the power required which Nvidia could not match with the TPU 1.0 let alone now they have the 3.0.