HN Reader

My biggest impression over the past couple of days is that I’ve been working too long and have forgotten just how huge Google’s technological advantages are. From college until now, I’ve always relied on Google Search, even though I hardly use their other products. When I started working, it was Google’s open-source MapReduce paper that shaped the big data industry. Then came containerization, then Google’s Kubernetes. Nowadays, the entire cloud computing industry seems to be based on Kubernetes, and our entire team develops on top of it. Even this wave of Google’s stock price increase has benefited our company, because we have partnerships with them.

Nvidia GPUs have always been a generation ahead of the rest... Because no one else has seen any value is developing GRAPHICS processors for gamers.

Nvidia had an edge in CUDA support but they were and are not anywhere near a generation ahead in CUDA acceleration.

Take a step closer to present with tensor processing and Nvidia is actually just getting started. GOOGLE has more experience with datacenter clustered TPUs and tensor acceleration; they are just waiting for the h100 to reach its peak lifecycle (~4 months) before they obsolete it and "release" a catch phrase and model number.