Except that Google is buying H100s and nVIDIA is not buying TPUs. Nobody is buying TPUs, even the ancient ones Google is willing to sell. nVIDIA's hardware of

Except that Google is buying H100s and nVIDIA is not buying TPUs. Nobody is buying TPUs, even the ancient ones Google is willing to sell. nVIDIA's hardware offerings are products for sale. Google's TPUs are a value-add to their rental market. This distinction is not lost on people. There's a reason all Google's big-load TPU clients they list in press releases are companies Google invested in.