The Reasoning Behind Meta\’s TPU Purchase

Xiao Huang: Meta is a major Nvidia customer with huge AI spending this year. Why would they still buy Google’s TPU?

DOORM: This is likely a move of necessity for Meta, aiming to diversify its supply chain or reduce costs. However, mixed deployment of TPUs and GPUs introduces system integration and fault diagnosis challenges because TPUs are custom ASICs, posing compatibility problems with Nvidia GPUs.

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