Nebius, Lambda and CoreWeave Say ‘No’ to TPUs Amid Google’s Push

Good morning! Anissa here. We’ve been tracking Google’s effort to expand the reach of its tensor processing units for quite a while, and two developments last week helped us understand where things are actually headed. On one hand, Google said on its earnings call that it plans to sell its TPUs directly to customers for use in their own data centers - something we first reported last fall. The move marks a significant shift: For years, TPUs were largely confined to Google Cloud.