‘TPU’Gate’…….all over the map as the market struggles to find a simple take….and Dell underlines the market remains red hot.

What a day and what a reaction to the news that Google and Meta are in talks for Meta to use Google TPU’s at scale for Inference. The market surged and staggered to various degrees all over as investors tried to work out a simple take that delivered….Winner and Loser. Initially the view was simplified...