Hindsight on Google's TPU strategy: 2020-2024 buildout hesitation called a confidence failure
Darpinian · x · 2026-10-31
- Darpinian revisits his own 2022 take (echoing an HN comment on PaLM/TPUs): it's "absolutely insane" Google didn't invest its cash in a massive TPU buildout from 2020-2024 — a sign of lacking confidence in its own business, too afraid of Wall Street analysts.
- The attached 2022 HN comment argued owning the chips is incredibly valuable and companies stuck buying or renting whatever Nvidia makes would be at a disadvantage. By 2022, he says, this was already obvious.
Related event: Google Sitting on $100B Cash Slammed for Missing TPU Expansion Window(4 posts)→
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