Google had the foresight to develop TPUs back in 2012. Today, they have by far the most compute. In the long term, Google is in one of the best starting positions: a solid revenue and product base, compute, and above all: distribution. Epoch AI (@EpochAIResearch) We estimate that over 60% of global AI compute is owned by the top US hyperscalers, led by Google with the equivalent of roughly 5 million Nvidia H100 GPUs! Unlike the other hyperscalers, which rely primarily on Nvidia, Google’s fleet is dominated by its custom TPU chips. — https://nitter.net/EpochAIResearch/status/2041241217334419851#m

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