Nvidia Q4 beat as AI infrastructure demand booms

2 pointsagentifysh28d ago6 comments

Seems like Google's TPU has had not much impact yet on Nvidia. Still unwavering demand for Nvidia's chips especially from hyperscalers.

6 comments

u1hcw9nx28d ago

Google is still one of the Nvidia's largest customers. Google Ironwood (TPU v7) is roughly 12 months (generation) behind Nvidia in performance, but they get incredible savings in cost by having their own chips.

Where Google has advantage is massive Superpods that scale better than Nvidia racks.

re-thc28d ago

Google doesn't and won't have enough TPUs regardless. Nvidia owns the supply chain (confirmed with them trying to or has taken over Apple as TSMC's biggest customer).

u1hcw9nx27d ago

That's because Google is once removed from TSMC, unlike Nvidia and Apple

Google and Broadcom are in co-design partnership (and now also MediaTek). Google defines the architecture. Broadcom provides the essential infrastructure (IP blocks) that makes the chip work on silicon and works tight with TSMC to make it happen in new nodes. Spending billions to help Broadcom get into par with Nvidia is not what they want.

Apple, for example, designs nearly the entire SoC in-house (CPU, GPU, NPU) and work with TSMC hand in hand. They buy only specific chips and block designs like Wi-Fi, Bluetooth, and RF.

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gigatexal28d ago

Meh. I wanted to build out a new ITX pc. Won’t be able to at these inflated insane prices.

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