Nebius, Lambda and CoreWeave reject Google TPUs for now

6 articles · Updated · The Information · May 4

Executives said Nvidia GPUs account for about 99% of customer demand, making TPU investment hard to justify even as Google starts selling the chips for customers' own data centres.
Their stance suggests Google's push beyond Google Cloud will rely on a select group of customers rather than broad neocloud distribution, despite earlier outreach to providers including CoreWeave and Crusoe.
Google instead struck a Fluidstack deal to supply Anthropic and has arranged financing structures, including leases, debt and a joint venture, to support TPU deployments while the external market remains concentrated.

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