Google recovers its costs on TPUs in 1-year, while its overall payback period for AI servers is 2-years, media report, citing Google Cloud CEO Thomas Kurian, and adding that Google TPUs have found new customers across financial, biotech, government and scientific sectors in addition to AI labs. TPU strength is a boon to Broadcom and MediaTek, which both see their competition for Google’s chip design business as big enough for everyone to keep growing, even if new design rivals enter the market. $Broadcom(AVGO.US) $Alphabet(GOOGL.US) $NVIDIA(NVDA.US) #mediatek #semiconductors
Source: Dan Nystedt
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