one thing about NVDA

while I don’t think NVDA dropping today is caused by the news that Apple is using Google TPU (also this is old news so it should not drive such a high selling volume)

however, if it turns out NVDA indeed drops today due to this news, it would be a “huge” buying opportunity. I can say with confidence that Google TPU is not ready for prime time to be used for any large scale LLM training. I have spoken to a lot of experts in this field and not a single person believes Google TPU is ready at this time