TPUs were supposed to be their unfair advantage in the cloud ML/DL space. But from what I've experienced, and have heard from other engineers, there's always some subtle incompatibility with TPUs that requires modifying the training/eval scripts. I wonder why they didn't try to polish the rough edges with Pytorch, et al.
If they're admitting TPUs aren't their competitive advantage, then why not sell it to other hosting providers, or hell, even directly to ML scientists and enthusiasts? They'll finally get economies of scale, and take business (and mind share) away from NVidia's monopoly.