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Google Cloud chief reveals the long game: a decade of silicon and the energy battle behind the AI boom [Fortune]
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trend, but rather executing a strategy set in motion 10 years ago. In a recent panel for Fortune Brainstorm AI , Kurian detailed how Google anticipated the two biggest bottlenecks facing the industry today: the need for specialized silicon, and the looming scarcity of power. Recommended Video According to Kurian , Google's preparation began well before the current hype cycle. “We've worked on TPUs since 2014 … a long time before AI was fashionable,” Kurian said, referring to Google's custom Tensor Processing Units. The decision to invest early was driven by a fundamental belief that chip architecture could be radically redesigned to accelerate machine learning. The energy premonition Perhaps more critical than the silicon itself was Google's foresight regarding the physical constraints of computing. While much of the industry focused on speed, Google was calculating the electrical cost of that speed. “We also knew that the most problematic thing that was going to happen was
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