I was on CNBC yesterday to debate Nvidia GPUs vs. Google TPUs. It was a blast. Thank you CNBC and Kelly Evans for having me on again.

@CNBC @KellyCNBC Deirdra Bosa sees zero sum games. This is not a zero sum game.

@CNBC @KellyCNBC What axe is Dedra grinding for Google here? She’s really married to this new TPU narrative

@CNBC @KellyCNBC Morons on CNBC have no clue what they're talking about. Every month some PR firm (hedge fund) feeds them a new bunch of headlines (Google TPUs! Deepseek! Huawei! AMD! Broadcom ASICs! Blackwell design flaws!) and they run with it, completely contradicting last month's headlines.

@CNBC @KellyCNBC Valid points and concerns. Nvidia GPU is the champ and will be for a considerable period. A nice debate here!

Well done. Lots of FUD. Alphabet/Google's TPU will find an audience with GCP, but when there are only six customers, and they all compete, the switch risk is low overall. It'll be interesting to see if Alphabet/Google gradually begins themselves and GCP to wean off Nvidia. Apple is the interesting player here, if it does utilize a custom version of Gemini and what interference hardware it runs on. Could change the game.

@CNBC @KellyCNBC Well done Tae....great points👏👏👏 $NVDA

@CNBC @KellyCNBC Thank you for clarifying this. Much easier to navigate in this AI market. Keep up the great work!

@CNBC @KellyCNBC Well done!

@CNBC @KellyCNBC who that pink lady

@CNBC @KellyCNBC “If META’s deal for TPU’s is $3Billion -that’s less than 1% of Nvidia’s revenue for 2027." How do we know you broke through the “Gemini is destroying Nvidia Narrative?” CNBC was too scared to post it on their YouTube channel. Hope that’s not the last time you get invited lol.

@CNBC @KellyCNBC @firstadopter What do you make of Meta training its model on a competitor’s platform?

@CNBC @KellyCNBC They want so badly to knock Nvidia off its perch. Nobody is competing with Nvidia. If Nvidia had an unending supply of chips, nobody would buy others. TPU is better than nothing.

@CNBC @KellyCNBC

@CNBC @KellyCNBC it was you!

@CNBC @KellyCNBC im crying cnbc > snl

@CNBC @KellyCNBC Great work Tae! It is tough to compete against good marketing of selective information - I together with Dave Vellante just published a similar my similar conclusions to you. David floyer