How does Google pay for TPUs internally? By Google Search and Google Cloud of course. Google Search uses TPUs, Google Cloud however has way more non-TPUs instances.

What people forget, nobody wants to switch from CUDA dependency to SW dependency on Google/AWS/Azure. CUDA at least allows me to use it in consumer, in pro HW, in cloud and AND in on-prem data center.

I'm really looking forward to Fortune 500 companies sending all their internal company data to Google to structure it to train custom AI models. Yeah, that will never happen. What happens instead is that Fortune 500 companies will build up AI expertise to build their own custom AI model and they will think hard if they want the training AI compute internally or on a cloud. Nvidia has a huge business of building data centers on-premises which people totally oversee. NO CSP will ever compete there because it's against their primary business model. A Reliance India contract from 2023 alone is a delivery of 2 million GPUs in a few years. That's probably more than Nvidia's last year's total revenue and that is 1 large corp in India only.