Episode · Big Technology Podcast · 2025-11-28
Books mentioned on NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services?
Other mentions in this episode (1) — ad reads, self-promotion and passing references, never counted
Passing Bible
“Now, Semi-Analysis is like the Bible for anybody that's watching data center build out or AI chips.”