Chubby♨️@kimmonismus · X谷歌CEO在财报电话会上点名三家TPU客户，但其中两家实际上并未使用TPU，谷歌云发言人已确认此错误但未解释原因。更值得注意的是，被点名的Thinking Machines Lab（由前OpenAI CTO创立）实际上在谷歌云上运行的是NVIDIA GB300 NVL72 GPU。这显示NVIDIA与谷歌云的长达十年的合作伙伴关系正在取得成效，但并非体现在TPU的推广上。
Google's CEO just named three companies as TPU customers on the Alphabet earnings call.
Problem： Two of the three don't actually use TPUs. A Google Cloud spokesperson confirmed this to @erinkwoo but declined to explain how the error occurred.
Even better： one of those companies， Thinking Machines Lab （Mira Muratis company， ex OpenAI CTO）， is actually running NVIDIA GB300 NVL72 on Google Cloud. Per Google's own press release from April 22.
So Google's best example of a TPU customer… is an NVIDIA GPU customer.
NVIDIA and Google Cloud have partnered for over a decade across infrastructure， libraries， and managed services. That partnership is clearly paying off， just not for TPUs. Very interesting.