OpenAI just started using Google TPUs for ChatGPT. YouTube still out-earns Netflix. Waymo logs 250k paid rides a week. Tesla robotaxi? Still vapor. GOOGL at 19x P/E.
OpenAI just made a move that should have every chip investor paying attention. They are now renting Google’s TPUs to help run ChatGPT. That marks the first time OpenAI has meaningfully used non-Nvidia silicon. Until now, it was all Nvidia … Read more