I am not sure what context Jensen said that. But midjourney uses tpu. Apple uses tpu. They are no other frontier labs that use it, but Google + Anthropic is 2 out of 3 frontier lab so.....

You could reasonably say that "A majority of frontier labs uses TPU to train and serve their model."

> How does that add up?

He's been saying whatever is good for Nvidia for years now without any regard for truth or reason. He's one of the least trustworthy voices in the space.

You're asking why a businessman would downplay the use of a competing product line?

Maybe he's never heard of Google.

Who is the other frontier lab other than Anthropic, OpenAI, and Google? I thought they were ahead of everyone else.

He forgot one other big company that uses TPUs besides Anthropic...