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And Google has TPUs that can compete with Nvidia, but they want to hoard it all and don't want to sell outside of GCP.

How well Nvidia can hold its current valuation depends on how useful the new AI/LLM ecosystem will become. Just chat apps and summarizing documents aren't that IMO.

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If Google can sell TPUs, perhaps they can add a trillion or two to their market cap?

Google seems to be perennially disinterested in selling products that require large scale physical operations. I'm surprised they're still in the Pixel phone game.

I’d say more that Google are caught between wanting to be a service provider and a hardware company.

Pixel phones extend their services.

Selling TPU units reduces the differentiator for their services.

Why would Google sell TPUs when it can rent them out via GCP?

Because some people want to buy, not rent them, and you want those people's money....?

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