The Ledger, every show

“It'll really come down to geographic locality and probably a medium number of medium-sized data centers. Sorry for the whatever lack of precision there, but medium number of medium-sized data centers augmented with a small number of large data centers.”

“The internet in the late nineties, early 2000 was big, and we felt like, oh my gosh, can't believe the Build out the rate. This makes it, I mean, 10 X is an understatement. It's a hundred X what the internet was.”

“Like, in other words, literally, you all have some money, you can't spend it all as fast as you want. I think that's going to extend for three, four, five years.”

“So as these services become more interactive, as they become more efficient, and that, that is still going to be a journey. We're not there today. You're going to want to have geographic locality. That's also going to impact reliability, because again, you can…”

“So one worry I have is that the supply isn't actually going to catch up to the demand as quickly as we'd all like.”

“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.”

“For the best teams in the world, really from concept to in live in production, the speed of light is two and a half years.”

“We've written about this power utilities notice when we're doing network communication relative to computation at the scale of 1000 of megawatts. Right, like massive demand for power, stop all of a sudden and do some network communication, and then burst back …”

“What I would say though is that maybe something people don't realize is that we're actually driving massive reductions in the cost of inference. I mean, 10 X's and a hundred X's.”

“The agents that get built on top of them, And the frameworks for making that happen are also getting scary good. So the ability to have things go quite right for quite long over the coming 12 months is gonna be transformative.”

“I think that what's going to happen in the next 12 months is the same thing is going to be happening with input and output of images and video to these models. And to the extent that even for images, Imagine them as productivity and educational tools, not just…”

“In March, we actually hit a significant milestone in agreements with utilities for a gigawatt of demand response across our fleet.”

“Without talking about any specific use case, I believe that a lot of it's going to have to be on device and dedicated to that use case.”

“Our seven and eight year old TPUs have a hundred percent utilization.”

“And five years from now, whatever the computing stack is from the hardware to the software, right, it's going to be unrecognizable.”

“The estimate for doing that migration for Google was seven staffed millennia.”

“And the difference between storage and compute was at most 10 X. The difference between storage and accelerators are approaching a hundred X.”