OpenAI 计划采购 Google TPU，Nvidia GPU 主导地位受关注
精选理由
OpenAI 要买 Google 的 TPU 了，Nvidia 的最大客户开始多线下注，这票投哪个？
OpenAI 作为 Nvidia 最大客户之一，计划采购 Google 的 TPU 芯片。The Information 就此事发起投票，问题聚焦 Nvidia 的护城河是否被打开。投票选项包括：护城河完好只是议价筹码、护城河出现裂缝、TPU 在推理场景更优、OpenAI 在多方下注。目前尚无 OpenAI 或 Google 官方确认采购规模。
原文 · The Information
OpenAI, Nvidia’s marquee customer, plans to buy Google’s TPUs. What does this say about Nvidia’s grip?
🗳️ Moat intact, just negotiating leverage 🗳️ First real crack in the moat 🗳️ TPUs are quietly better for inference 🗳️ OpenAI is hedging against everyone
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