Google TPU, every mention
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Verbatim, from the transcripts: the passages where Google TPU comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 3:31:04 David Rosenthal The only way that external companies, users, developers, model researchers could use TPUs would be if Google had a cloud to deliver them, because there's no way in hell that Amazon or Microsoft are going to put TPUs from Google in their…
- ▶ 3:31:23 Ben Gilbert There are rumors already that some NeoClouds in the coming months are gonna have TPUs.
- ▶ 3:31:30 Ben Gilbert Nothing announced, but TPUs are likely gonna be available in NeoCloud soon, which is an interesting thing.
- ▶ 3:32:03 David Rosenthal Maybe there will be TPUs in AWS or Azure someday, but I don't think they would have been able to start there.
- ▶ 3:32:11 David Rosenthal If Google didn't have a cloud and there weren't any way for developers to use TPUs and start wanting TPUs,
- ▶ 3:32:19 David Rosenthal Would Amazon or Microsoft be like, eh, you know, all right, Google, we'll take some of your TPUs, even though no developer out there uses them.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 1:46:44 Ben Gilbert I mentioned Google that made a bunch of noise about making their own silicon in the data center, and then stayed the course and stayed really serious about it with their TPUs.
- ▶ 1:46:59 Ben Gilbert So nobody knows what the bill of materials is to create a TPU.
- ▶ 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
- ▶ 1:49:21 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.