AI
Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI
We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. …
TPU
Cloud
Google Spends More On Servers Than The Whole World Used To
Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending levels set by the entire world in the wake of the Dot Com bust. …
AI
Google Shows Off Its Inference Scale And Prowess
If the hyperscalers are masters of anything, it is driving scale up and driving costs down so that a new type of information technology can be cheap enough so it can be widely deployed. …
AI
Even AI Can’t Predict How Much Accelerated Iron The World Will Buy
As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …
AI
Stacking Up Google’s “Ironwood” TPU Pod To Other AI Supercomputers
As part of the pre-briefings ahead of the Google Cloud Next 2025 conference last week and then during the keynote address, the top brass at Google kept comparing a pod of “Ironwood” TPU v7p systems to the “El Capitan” supercomputer at Lawrence Livermore National Laboratory. …
Compute
With “Ironwood” TPU, Google Pushes The AI Accelerator To The Floor
If you want to be a leading in supplying AI models and AI applications, as well as AI infrastructure to run it, to the world, it is also helpful to have a business that needs a lot of AI that can underwrite the development of homegrown infrastructure that can be sold side-by-side with the standard in the industry. …
Cloud
Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …
Compute
Google Covers Its Compute Engine Bases Because It Has To
The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines from Intel, AMD, and Nvidia for its server fleet. …
AI
Lots Of Questions On Google’s “Trillium” TPU v6, A Few Answers
It has been more than a decade since Google figured out that it needed to control its own hardware fate when it came to the tensor processing that was going to be required to support machine learning algorithms. …
AI
Chiplet Cloud Can Bring The Cost Of LLMs Way Down
If Nvidia and AMD are licking their lips thinking about all of the GPUs they can sell to the hyperscalers and cloud builders to support their huge aspirations in generative AI – particularly when it comes to the OpenAI GPT large language model that is the centerpiece of all of the company’s future software and services – they had better think again. …