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Rahul Agarwal
Founder | Agentic AI... • 7h
The surprising thing about Gemini 3 is simple: it was trained entirely on Google TPUs. No NVIDIA GPUs at all. If true, this is a major sign that NVIDIA’s dominance is weakening. It also shows how important vertical integration is becoming. Google now controls the chips, the cloud, and the model. That gives them huge efficiency gains. It also lets them tune every layer for maximum performance. Game consoles used this strategy for years. Now Google is doing it with frontier AI. This may be the first top-tier model trained fully on 7th-gen Ironwood TPUs. Earlier TPU-only models were nowhere near this level. The message is clear: state-of-the-art AI doesn’t need GPUs. And TPU usage is rising fast. Safe Superintelligence, Salesforce, and Midjourney already train on them. Anthropic plans up to a million TPUs. The market is shifting. Still, Google continues to buy NVIDIA GPUs for flexibility. Teams need custom ops and mixed workloads. So the future will likely be hybrid. Either way, big changes are coming.
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