Google to sell TPU chips to 'select' customers in latest shot at Nvidia [Yahoo! Finance Canada]
Alphabet Inc. - Class C Capital Stock (GOOG)
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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Source: Yahoo! Finance Canada
The move is a change from Google's prior strategy, which saw it rent out TPU capacity to customers from its own data centers — and is yet another strike at AI chip king Nvidia ( The announcement, , comes a week after : its TPU 8t for AI training and TPU 8i for inferencing. “As TPU demand grows from AI labs, capital markets firms, and high-performance computing applications, we'll begin to deliver TPUs to a select group of customers in their own data centers in a hardware configuration to expand our addressable market opportunity,” Alphabet CEO Sundar Pichai said during the company's first quarter earnings call. Alphabet didn't disclose potential customers, but it signed a multiple gigawatt agreement for next-generation TPUs with Anthropic ( ) earlier this month, with chips expected to begin coming online in 2027. And , Alphabet has also entered into a multibillion chip deal with Meta ( Alphabet's TPU maneuvers put it into ever greater competition with Nvidia, which has larg
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- Google Cloud surpasses $20B but says growth was capacity-constrained [TechCrunch]TechCrunch
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