They operate on outdated fab's (roughly state of the art - 1) https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Products https://en.wikipedia.org/wiki/Tenso

They operate on outdated fab's (roughly state of the art - 1) https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Products https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Product... They also do have a serious presence/spend on things like HBM, semianalysis has some good pieces on this.