SemiAnalysis argues Google’s TPU deals may be holding Gemini back
firstadopter · x · 2026-07-25
A repost of a SemiAnalysis podcast take argues that Gemini’s weak performance reflects Google’s long-term compute commitments to Anthropic and others.
- The claim: Google has tied up too much TPU capacity in external deals, leaving less room to fully bet on Gemini.
- The implication: leadership may not be fully convinced Gemini can become the best model.
- The counterpoint in the post: this is fixable as more TPUs come online, but Google’s habit of playing it safe may slow any turnaround.
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