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Touching the Elephant – TPUs

(considerthebulldog.com)
199 points giuliomagnifico | 1 comments | 06 Dec 25 12:29 UTC | HN request time: 0.197s | source
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alecco ◴[06 Dec 25 15:16 UTC] No.46173948[source]▶
I'm surprised the perspective of China making TPUs at scale in a couple of years is not bigger news. It could be a deadly blow for Google, NVIDIA, and the rest. Combine it with China's nuclear base and labor pool. And the cherry on top, America will train 600k Chinese students as Trump agreed to.

The TPUv4 and TPUv6 docs were stolen by a Chinese national in 2022/2023: https://www.cyberhaven.com/blog/lessons-learned-from-the-goo... https://www.justice.gov/opa/pr/superseding-indictment-charge...

And that's just 1 guy that got caught. Who knows how many other cases were there.

A Chinese startup is already making clusters of TPUs and has revenue https://www.scmp.com/tech/tech-war/article/3334244/ai-start-...

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1. pests ◴[07 Dec 25 02:09 UTC] No.46178571[source]▶
Half the article was about the extensive software codependency between TPU's, Borb, lilpunet, their optical switching network, etc. How much of that is manufacturing and not just software and engineering experience, which won't be so easy to copy?