I wouldn't be surprised if Google buys the IP since they're the only customer.

How, though? Does the TPU team (literally or logically) map to owning IPU h/w successfully?

(I miss having these kinds of convos on twitter as networkservice ;)

There's a lot more silicon at Google aside from the TPU team, including their own previous NICs.

Not that my memory is ironclad, but I don’t recall any custom IP or even FPGA attempts at Google re: host networking or NICs. Any good search terms I should try to enlighten myself? thanks!

I believe they have other custom silicon beyond TPUs so it wouldn't be crazy to take this in house if Intel really cans it.