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

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.