DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - IT Hardware & Semiconductors, Google
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Google rumored to have partnered with AMD on TPU v10, as shipments of current generations revised down - report
Details disclosed in a report from research firm SemiAnalysis
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Google grows TPU stash by ~$7bn in last year
As company seeks to increasingly sell TPUs, not just lease them
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Google developing new chip to run Gemini AI model more efficiently – report
The hardware, dubbed Frozen v2, is slated for launch in 2028
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Broadcom, Apollo, and Blackstone launch 20GW XPU platform
Initial $35 billion to serve Anthropic, via Fluidstack
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Nebius, Lambda, and CoreWeave unlikely to buy Google TPUs any time soon
We love Nvidia chips, say Nvidia-backed firms
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Google to sell TPUs to a "select group of customers" for their data centers, increases capex forecast
Company sees strong Q1 for FY2026
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Google unveils eighth-generation TPUs, two dedicated training and inference chips
“Purpose-build architectures” designed to support model training and inference workloads
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Google in discussions with Marvell for development of two inference chips – report
Follows announcement that Broadcom will develop Google TPUs until 2031
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Google commits to multiyear Intel CPU deployments, will collaborate with chipmaker on custom IPU development
Financial terms of agreement have not been shared
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Broadcom to develop Google TPUs until 2031; Anthropic signs deal with both companies for 3.5GW of TPUs
Financial terms of agreements have not been disclosed
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Google's 105-qubit Willow quantum processor opens for early access
Researchers invited to use not-yet-public chip that’s five times more reliable than its predecessor
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Google expands quantum roadmap to include neutral atoms as well as superconducting qubits
Google says focusing on second modality with increase its ability to deliver mission sooner
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Microsoft claims to be first hyperscaler to "power on" Nvidia Vera Rubin NVL72 system
Plus the other clouds set to adopt the latest generation of Nvidia AI infrastructure
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Broadcom touts growing sales with Anthropic, AI orders
And a new unnamed XPU customer is teased
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Google must double AI capacity every six months to meet demand - report
All-hands meeting coinciding with GA of Ironwood release reveals extent of AI demand
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Google says TPU demand is outstripping supply, claims 8yr old hardware iterations have “100% utilization”
The future of processors lies in specialized architecture, Google’s VP and GM of AI and infrastructure, Amin Vahdat, said
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Google offers its TPUs to AI cloud providers - report
Fluidstack said to be among those deploying the chips
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OpenAI hires another Google TPU alum to join chip team
Joining former Google TPU lead Richard Ho on rumored Broadcom project
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OpenAI to use Google's TPUs - report
Not only is AI company using competitor's cloud, also using Google chips, sources say
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Oracle and Google expand multicloud offering
Add new regions, bring availability to company partners, and plan new service
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Google unveils seventh-generation TPU, Ironwood
Comes in both 256 and 9,216 chip configurations
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Taara exits Alphabet’s X labs, secures external funding
Freespace optics company reveals new optical chip
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Google launches A4X VMs powered by Nvidia GB200 NVL72
Currently available in preview
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Amazon's Kuiper nabs Google custom chip director to build space silicon
Maruthy Vedam goes from TPUs to satellite semiconductors
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Google launches VMs with H100 GPUs in smaller machine types
A4 VMs with B200s also available in preview
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Microsoft bought twice as many Nvidia Hopper GPUs as other big tech companies - report
Acquired double the Nvidia chips as Meta, according to Omdia
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Google makes 6th generation TPUs generally available
Trillium can now be accessed by Google Cloud customers
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Google alumni secure $3.5m investment for quantum computing startup
Qolab secures seed funding from Development Bank of Japan