They are actually as good or better depending on the use case. IIRC their compute is around the same, and the compute per watt is substantially better. They are

They are actually as good or better depending on the use case. IIRC their compute is around the same, and the compute per watt is substantially better. They are also purpose built for transformers. But google is fumbling so hard right now it's not surprising that they are squandering this too.