5 ms·
> Now of course Google should spin off the TPU team as a separate company. Given the size of the market and its near-monopoly situation, I strongly think this
by summerlight 3y ago
> Now of course Google should spin off the TPU team as a separate company.
Given the size of the market and its near-monopoly situation, I strongly think this has the potential to (almost immediately) surpass the Pixel hardware business. But the problem here is that TPU is a relatively scarce computing resource even inside Google and it's very likely that Google has a hard time to meet its internal demands...
- fnbr 3y agoI’m surprised they sell any to external customers, to be honest.
- KeplerBoy 3y agoThey don't sell any TPUs, do they? Besides the, now ancient, coral toy-TPUs.
- fnbr 3y agoI meant rent on GCP. You’re right.
- Kelteseth 3y agoHas there been any development? The last update is from 2021 [0], but it is not officially killed by google(.com) [0] https://coral.ai/news/updates-07-2021 https://coral.ai/news/updates-07-2021
- ddalex 3y agoMy guess is that the "AI" accelerators in Google Tensor phone chips are based on Coral....
- nl 3y ago> I strongly think this has the potential to (almost immediately) surpass the Pixel hardware business. But the problem here is that TPU is a relatively scarce computing resource even inside Google and it's very likely that Google has a hard time to meet its internal demands... Yes. But imagine how the company would do: they have a guaranteed market at Google say for 3 years, and while yes maybe Google takes 100% of the production in the first 12 months it's not a bad position to start from. Plus there are other products which they could ship that might not always need to be built on the latest process. I imagine there would be demand for inference only earlier generation TPUs that can run LLMs fast if the power usage is low enough.