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Right, and the inevitable bubble pop will just slow things down for a few years - it's not like those TPUs will suddenly be useless, Google will still have them deployed, it's just that instead of upgrading to a newer TPU they'll stay with the older ones longer. It seems like Google will experience much less repercussions when the bubble pops compared to Nvidia, OpenAI, Anthropic, Oracle etc. as they're largely staying out of the money circles between those companies.

And running loads long term profitable may require both lower power use as well as longer chip lifetimes - something associated with lower power use.

aka Google will have less of a pile of money than Nvidia will

Alphabet is the most profitable company in the world. For all the criticisms you can throw at Google, lacking a pile of money isn't one of them.