It seems unlikely that it’s all that mysterious
OpenAI/Microsoft, Amazon, Meta, and Google
There you go I solved the mystery
this post was submitted on 31 Aug 2024
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And they would've gotten away with it if it wasn't for you meddling kid!
Out of curiosity, why? They have their own TPU which they claim to be quite efficient. Is it because they can't produce enough? Or because they have to resell NVIDIA for their own cloud, Google Cloud, to customers because they prefer to stick to CUDA? Or something else?
Different applications have better performance on one vs other. Google Cloud still offers a lot of Nvidia options.
Dell, HPe and Supermicro. System integrators are buying shitloads to resell.