The a16z Show · Tuesday, July 14, 2026
Gavin Baker believes Google's Gemini ecosystem, which is reportedly gaining significant market share, will primarily run on Google's Tensor Processing Units (TPUs). This strategic push for TPUs positions Google as a major competitor to Nvidia in the AI hardware space, especially as Google also invests in companies like Anthropic.
“And that business is going to run on TPUs.”
“And so you're left with XAI and OpenAI at the forefront.”
“And if Google is going to allow like Anthropic and saying, I'm going to help you fund raise and give you chips, for competitive reasons, it's very hard for Nvidia not to respond.”