Patel: Google TPU purchases will pause for six months over space limits
Dylan Patel · AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod · Dec 23, 2024 · at 1:20:28
Dylan Patel (SemiAnalysis) discusses short-term chip supply chains and hyperscaler capacity with Brad Gerstner and Bill Gurley on BG2.
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“Like in the next six months there is a bit of a slowdown in Google TPU purchases because they have no data center space. They want more. They just literally have no data center space to put them.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
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