SemiAnalysis: Google TPUs match Nvidia in nightly benchmarks; the moat is Jensen's supply chain
elonmusk · x · 2026-11-14
- SemiAnalysis's Dylan Patel says his team benchmarks Google TPUs on open-source models nightly and finds them just as good as Nvidia's.
- He frames Nvidia's edge as three-pronged: technical progress, plus Jensen Huang's unique supply-chain prowess—Huang personally persuades supply-chain companies into unprecedented allocations.
- Without Jensen, players like Google ("double my allocation") could take substantial share.
- He adds that Nvidia's next CEO must fend off chip teams at OpenAI, Broadcom, Google, Anthropic, Meta, Amazon, and AMD—"they're all fucking good"—a far tougher field than typical competitors.
More from Companies & People
- Sakana AI Hiring Contractors with Kaggle-style ML Skills — MeganRisdal · 2026-11-14
- Musk warns Nvidia's handshake supply deals may unravel without Jensen — elonmusk · 2026-11-14
- Report: Nvidia veterans may bolt post-Jensen, most already financially free — basedjensen · 2026-11-14
- DeepMind's Shakir Mohamed named Associate Professor at Cambridge — dioscuri · 2026-11-14
- Jensen Huang calls TSMC chief directly over GPU batch delays, sparking org debate — IgorCarron · 2026-11-14
- NVIDIA and TSMC reportedly never signed a formal contract in nearly 30 years of partnership — IgorCarron · 2026-11-14