Strategy
Strat Q: TPUs are historically a moat for GCP (internal only). But big clients like Apple/Anthropic want on-prem hardware to avoid cloud lock-in. As TPU Lead: Do we decouple and sell chips directly? If yes: Pitch a CIO currently standardized on Nvidia H100s. If no: Explain the strategic risk vs Nvidia's monopoly.
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Company tag: Google
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