Lots of questions about the likely impact to 2027 (or may be 2028) numbers. Where are Google's TPUs manufactured do they have capacity? NVDA is saying they are sold out so losing one customer allows them to sell to smaller ones at higher prices. I can envisage a Google switching for their models but the CUDA moat is pretty hard to break for commercial models Jenson will have an answer of course and it may involve China.
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