Nvidia played a 30+ yr game but not enough has been written about the 10+ yr game Google has played with TPUs. I still remember the 2016 Google i/o when it was launched. The internal funding for it was basically cobbled together from other failed projects that had leftover $s, and the core TPU team ran hard for 15mos from concept to tapeout which is incredibly fast. Even the core reason why TPUs were built in the first place was interesting - to support voice-first use cases on Android e.g. maps. Google was building for a voice first world a long time ago. My view on specialized ASICs remains the same: I think general purpose intelligence needs general purpose compute. But ASICs will continue to play a critical role in everything else specialized.