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The only reason for Google's explosive growth, and the reason it is still not fully priced into the market: Google's TPU has a structural advantage in the inference era.
This sentence comes from a two-hour hardcore podcast by a former TPU architect. Listening to the podcast directly is very uncomfortable and difficult to understand, so I have summarized the content into plain language — but without changing the original meaning.
Listen to the top experts in the AI field discuss AI trends!