There is a mythology to Google's TPU that is not validated by real world numbers. Where we can actually test (I mean -- TPUv4 pods are available right now on th

There is a mythology to Google's TPU that is not validated by real world numbers. Where we can actually test (I mean -- TPUv4 pods are available right now on their cloud) it is very good, but remains uncompetitive with the h100. I mean, Google disclaims that you shouldn't compare it, doing the classic "the h100 is on a better process node so it's unfair". People will always point at a mythical next generation that is surely way better, despite the fact that Google is currently building big supercomputers with their TPUv4. And in Google's shootout, again comparing with the last generation of nvidia hardware (the A100), Google's biggest advantage was in the connection fabric, which with this DGX GH200 nvidia not only overcame, but bested by a magnitude. More competition would be fantastic. Better pricing at scale would be fantastic. But there is absolutely no doubt that nvidia is far ahead of Google right now. Tesla made some believably pushing claims about their own efforts with their own hardware, so who knows maybe they're the real challenger.