4 ms·
Meta is planning to spend $65B+ on capex this year. That's a lot of data centers. Why do they need a tiny bit more from Google?
by pwarner 1y ago
Meta is planning to spend $65B+ on capex this year. That's a lot of data centers. Why do they need a tiny bit more from Google?
- bmau5 1y agoAssuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.
- geodel 1y agoCould be other way round too. Meta wants to use their own data centers capacity for their custom AI solutions. Generic compute and storage for online and batch workloads can be moved to Google cloud infra.
- bmau5 1y agoYep definitely could be
- yencabulator 1y agoAlso, AI training can be centralized but user serving benefits from being close to the user. So Meta might be building huge new data centers for AI training and centralized analytics etc, while using plenty of DCs owned by others around the globe to run their apps.
- thewebguyd 1y agoAssuming they don’t screw it up. Google has a ton of great stuff but when it comes to actually making into a product they flounder. GCP still needs a lot of work.
- burnt-resistor 1y agoGCP did that by firing senior support people and replacing them with more junior, offshore ones.
- okdood64 1y agoWhat more of a product do you need than being able to boot a machine with a TPU strapped on at relative low cost?
- liuliu 1y agoGCP getting second tier TPU allocation b/c TPU cannot be enough to meet GDM needs. At this point, it would be very stupid for external customers betting on TPUs (I am looking at Apple).
- bmau5 1y agoWhy would it be stupid?
- okdood64 1y ago> second tier TPU allocation What exactly does this mean?
- barkingcat 1y agoProbably that there are already several generations of TPU hardware - the best ones go to internal use, while the older hardware gets rented out to gcp to amortize the development costs.
- liuliu 1y agoThat's correct. Unless Zuck is OK with using one-generation older TPU, which is a possibility.
- richdougherty 1y agoSeems likely because the article says "Meta’s deal with Google is mainly around artificial intelligence infrastructure, said one of the people".
- mandeepj 1y ago> That's a lot of data centers. Why do they need a tiny bit more from Google? Data centers don’t pop up overnight, until then they are going to use a vendor :-)
- foobiekr 1y agothis is the correct answer.
- deleted 1y ago[deleted]
- vasco 1y agoThis can be as simple as someone taking the time to collect all the GCP accounts accumulated over the years for random projects into an enterprise committed spend. Doesn't have to be anything that crazy or new.