Google Cloud, every mention

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Verbatim, from the transcripts: the passages where Google Cloud comes up

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▶ 3:21 Ben Gilbert They have their own in Google Cloud that now does fifty billion dollars in revenue.
▶ 1:49:07 Ben Gilbert Because it's not like they're offering these in Google Cloud, at least at first.
▶ 1:49:25 Ben Gilbert So that match ran on a single machine with four TPUs in Google Cloud.
▶ 1:50:05 Ben Gilbert Google has like an almost NVIDIA scale internal thing making their own ships at this point for their own and for Google Cloud customers.
▶ 3:20:32 Ben Gilbert One is Gemini, to try to figure out what's happening there, and two is a brief history of Google Cloud.
▶ 3:24:29 Ben Gilbert They launched Google Compute Engine that they would later rebrand Google Cloud Platform.
▶ 3:25:35 Ben Gilbert And the best software tools that we have on it that we've written for ourselves, like Bigtable or Borg, how we run Google, or DistBelief, these are not services that we're making available on Google Cloud.
▶ 3:28:30 Ben Gilbert But in Google Cloud, you can use TPUs, which they make a ton of, and everyone else is desperately begging NVIDIA for allocations to GPUs.
▶ 3:28:54 David Rosenthal There are two aspects of Google Cloud that I don't think they first saw back when they started the business with App Engine, but are hugely strategically important to Google today.

▶ 5:27:29 Ben Gilbert You know, you think AWS, Azure, Microsoft, and Google Cloud.

▶ 2:24:55 David Rosenthal Probably also for their infrastructure and for Google Cloud.

▶ 44:07 David Rosenthal All within Google Cloud.
▶ 1:24:27 David Rosenthal Via other clouds, so Azure and Oracle and Google.
▶ 1:26:02 David Rosenthal And even more for Nvidia, more important longer term, for enterprises that buy this, Nvidia now has a direct sales relationship with those companies, not necessarily intermediated by sales through Azure or Google or AWS, even though
▶ 2:09:53 Ben Gilbert You can just only get them through Google Cloud, and I think, I don't know if you have to use the TensorFlow framework, which has been waning in popularity relative to PyTorch,
▶ 2:10:47 David Rosenthal They're only going to be in GCP.

▶ 1:43:57 Ben Gilbert They didn't know how to support developers in it at the time, and so that sort of fell on its face, and what is GCP?
▶ 1:44:03 Ben Gilbert Google Cloud Platform is now a very viable player in this race.

▶ 2:29:03 Ben Gilbert What if Jeff still owns a percent of Google, whether Google Cloud wins or whether AWS wins?

▶ 30:38 David Rosenthal Azure and Google Cloud are growing faster, and Amazon, despite being the early leader in cloud, might actually end up losing this market.

▶ 1:47:08 Ben Gilbert They're only available in Google Cloud.
▶ 1:47:10 Ben Gilbert And so Google is sort of counter-positioned against NVIDIA here, where they're saying, we want to differentiate Google Cloud with this offering that depending on your workload, it might be much cheaper for you to use TPUs with us
▶ 1:47:24 Ben Gilbert Then for you to use NVIDIA hardware with us or anyone else, and they're probably willing to eat margin on that in order to grow Google Cloud's share in the cloud market.
▶ 1:47:46 David Rosenthal Like, you can get NVIDIA GPUs in AWS and Azure and Google Cloud, and that is part of the growth story for NVIDIA, too.
▶ 1:49:21 Ben Gilbert If you're Google, and their strategy is what I think it is, of not retailing TPUs at any point, then your customer's only yourself, so you're constrained by the amount of people you can get to use Google Cloud.
▶ 1:49:32 David Rosenthal Well, and at least with Google, they have Google Cloud that they can sell it through.

▶ 5:22 Christina Cacioppo Do you have your AWS, GCP, Heroku, whatever you're using?

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