3 ms·
Right, especially given that majority of this investment is into GPUs and data centers that are amortized over a longer period of time. This is actually very ho
by diziet 5mo ago
Right, especially given that majority of this investment is into GPUs and data centers that are amortized over a longer period of time. This is actually very hopeful.
Given how the curves look like in terms of ramping of spend, these are very healthy numbers.
- abathologist 5mo ago'Long', as in 1-3 years? (https://www.tomshardware.com/pc-components/gpus/datacenter-gpu-service-life-can-be-surprisingly-short-only-one-to-three-years-is-expected-according-to-unnamed-google-architect https://www.tomshardware.com/pc-components/gpus/datacenter-g...)
- diziet 5mo agoEven if it's 1-3 years, they are very likely to be ROI positive all in.
- rsanek 5mo agoTPU v2s that were released ~10 years ago are still being sold via GCloud. https://cloud.google.com/tpu/pricing https://cloud.google.com/tpu/pricing https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Second_generation_TPU https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Second_...