TBPN Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
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Dec 4, 2025 The hosts delve into AWS's new Tranium 3 launch, emphasizing its performance advantages over conventional GPUs. A lively discussion ensues about the potential for AWS to buy Google’s TPUs. They debate hyperscalers' strategies to move away from NVIDIA dominance, sharing technical comparisons and the implications of a new AWS–Google partnership. A touching tribute to Claude the albino alligator lightens the mood. Finally, they explore Recursive Intelligence's $35M fundraise and the nuances of AI progress versus skepticism about reaching true AGI.
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Descartes' Live Demo Breakthrough
- Descartes tested several chips and celebrated when Tranium 3 finally enabled real-time, bug-free video generation in their demo.
- The team celebrated wildly when the model ran smoothly, then raced to get the product to market.
Accelerator Diversification Trend
- Hyperscalers and AI firms are diversifying accelerator suppliers to avoid Nvidia lock-in and reduce costs.
- This trend creates incentives to commoditize accelerators and form anti-Nvidia alliances.
Prioritize Customer Choice
- Offer customers choice across accelerators to win enterprise trust and retain workloads.
- Support Nvidia GPUs and consider interoperable offerings instead of vendor lock-in.