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I am more interested in TCO of TPU v5p. Right now it seems only Nvidia is making money everyone else loses.
by bhewes 3y ago
I am more interested in TCO of TPU v5p. Right now it seems only Nvidia is making money everyone else loses.
- Y_Y 3y agotable of contents?
- kirubakaran 3y agoI think they mean TCO: https://en.wikipedia.org/wiki/Total_cost_of_ownership https://en.wikipedia.org/wiki/Total_cost_of_ownership
- bhewes 3y agoThanks.
- deleted 3y ago[deleted]
- nabla9 3y agoI think Broadcomm designs and builds TPUs for Google. Their stock was up 100% in 2023 and their profit margin was 39.31%.
- bhewes 3y agoThey bought VMware for $61B in Nov of last year. Hard to think TPUs are driving much of this at Broadcom.
- surajrmal 3y agoGoogle's TPUs are entirely in house designed. Not sure where you heard broadcomm is involved.
- rreichman 3y agohttps://siliconangle.com/2023/09/21/google-reaffirms-broadcom-chip-partnership-report-claims-may-end-tpu-deal/ https://siliconangle.com/2023/09/21/google-reaffirms-broadco...
- windexh8er 3y agoGoogle doesn't build their TPUs. Broadcom does.
- lordswork 3y agoThe article mentions TPU v5p is 2.1 x perf/TCO of H100.
- bhewes 3y agoActual dollars would be nice, since that is what the end user understands. Otherwise what are they talking about 1 million unit orders? But nice catch I didn't see it.
- jsnell 3y agoI don't think it does? > Google's v5p TPUs are up to 2.8 times faster at training large language models than TPU v4, and offer 2.1-times value-for-money. That's a comparison of TPUv5p to TPUv4, not to H100.