TPU Chips

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cnbc.com - Googles decade long bet on tpus companys secret weapon in AI race

Google’s decade-long bet on custom chips is turning into company’s secret weapon in AI race

I think this is an underappreciated part of the Google Cloud business. (Note: They don't sell chips directly, they sell access to the chips as part of their cloud business).

Quote
While there’s no sign that Google will be slowing its purchases of Nvidia GPUs, the internet giant is increasingly showing that it’s not just a buyer of high-powered silicon. It’s also a developer.

For Google, TPUs offer a competitive edge at a time when all the hyperscalers are rushing to build mammoth data centers, and AI processors can’t get manufactured fast enough to meet demand. Other cloud companies are taking a similar approach, but are well behind in their efforts

This was interesting...
Google doesn’t break out the size of its TPU business within its cloud segment. Analysts at D.A. Davidson estimated in September that a “standalone” business consisting of TPUs and Google’s DeepMind AI division could be valued at about $900 billion, up from an estimate of $717 billion in January. Alphabet’s current market cap is more than $3.4 trillion.

tecmo
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