Why didn't Google build a massive TPU fleet in 2020-2024? Wall Street fear, says trader
Darpinian · x · 2026-10-31
Commentary on Google's compute strategy: the writing was on the wall by 2022 — a discussion around the 540B-parameter PaLM launch already argued that owning TPU chips alone justified the program and that companies renting Nvidia hardware would be at a disadvantage.
The author argues Google failed to invest its cash in a massive 2020-2024 TPU buildout, reflecting a lack of confidence in its own business and excessive fear of Wall Street analysts, missing the window to turn custom silicon into a decisive moat.
Related event: Google Sitting on $100B Cash Slammed for Missing TPU Expansion Window(4 posts)→
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