1. They have bought far less from NVidia than other hyper scalers, and they literally can’t vomit without saying “AI”. They have to be running those models on something. They have purchased huge amounts of chips from fabs, and what else would that be?

2. They have said they use them. Should be pretty obvious here.

3. They maintain a whole software stack for them, they design the chips, etc. Then they don’t really try to sell the TPU. Why else would they do this?