The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Patel: Google is internally discussing selling physical TPU hardware to buyers
“I think Google's even discussing it. Internally, I think it would require a big reorg of culture and a big reorg of like how Google Cloud works and how the TPU team works and how the JAX software team and XLA software teams work.”
Google TPU Data Centers Require Double the Equity Check of NVIDIA GPUs
“TPUs are the second most financeable. It probably takes, I don't know, double the equity check at least. And then the rates on the rest of it are higher.”
David George: Google's 7-to-8-year-old TPUs maintain 100% utilization
“Seven to eight year old TPUs, Google actually disclosed this, seven to eight year old TPUs actually have 100% utilization.”
Vahdat: Google TPUs are 10x to 100x more energy efficient than CPUs
“TPU, I'll use that example again because I know it best for certain computation, is somewhere between 10 and a hundred times more efficient per watt, and it's this watt that really matters than a CPU.”
Moe: LLM serving differs fundamentally from traditional ML workloads
“Serving large language model is a fundamentally different problem. Because serving it requires to run it on accelerators like GPUs or TPUs, and it is a computationally intensive process that will require a lot of engineering and ensuring that for each request,…”