Interesting move from Google Cloud—they're seeing a serious uptick in demand for their in-house TPUs alongside NVIDIA's GPUs. Not picking sides, just scaling both. Makes sense when you think about it: different workloads, different chips. The dual-track approach isn't new for them, but the accelerating demand part? That's the real story here. Cloud infrastructure race keeps heating up.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
6 Likes
Reward
6
3
Repost
Share
Comment
0/400
DAOdreamer
· 12-06 18:48
Need both TPU and GPU? Google seems to want to dominate the entire infrastructure track—quite ambitious.
View OriginalReply0
YieldWhisperer
· 12-06 18:36
ngl the "accelerating demand" framing feels like marketing speak... let me check the actual capex numbers bc dual-sourcing usually screams margin pressure, not growth story
Reply0
rekt_but_resilient
· 12-06 18:35
Google’s approach is brilliant. Using both TPUs and GPUs in tandem means there’s no need to choose one over the other. Each has its own role to play, and I’m optimistic about this strategy.
Interesting move from Google Cloud—they're seeing a serious uptick in demand for their in-house TPUs alongside NVIDIA's GPUs. Not picking sides, just scaling both. Makes sense when you think about it: different workloads, different chips. The dual-track approach isn't new for them, but the accelerating demand part? That's the real story here. Cloud infrastructure race keeps heating up.