Google is doing the entire stack so kind of hard for Nvidia to have a competitive product to the TPUs.

But also Google is already doing the 2nd generation of the TPUs and would expect a third.

The data of chips coming from 3rd parties are probably numbered.

The dynamics of the industry changed where now the companies that are buying the chips have skin in the game with the cost of running the chips. Versus the old days Intel sold a chip to Dell who then sold it to someone else.

It just makes sense for Google to do their own silicon at this point as saves them a ton of money.

But also Google has the data to improve the chip that Nvidia just does not have.