Google wagt den Schritt in den Hardware-Markt und verkauft seine TPUs an Unternehmen. Ein strategischer Wechsel mit weitreichenden Folgen.
In Kürze
- Google verkauft TPUs direkt an Firmen wie Meta und Anthropic
- Neue Chip-Generation „Ironwood“ optimiert für KI-Modelle
- Bis 2027 plant Google, eine Million TPUs zu verkaufen
Google’s Remarkable Move in AI Hardware
Google has made a remarkable step in the world of AI hardware. The tech giant is now selling its specialized chips, known as Tensor Processing Units (TPUs), directly to companies like Meta and Anthropic. This marks a real shift in strategy, as these powerful chips were previously reserved exclusively for Google’s own cloud service.
The Ironwood Generation
The latest generation of these chips is called „Ironwood“ and is touted as particularly efficient for training and operating large AI models. With these chips, companies can leave behind the high costs and dependency on Nvidia’s GPUs. Until now, Nvidia was the undisputed market leader in this area, but Ironwood brings a customized architecture for machine learning that is optimally suited to the requirements of large language models.
Ambitious Sales Goals
Google has set ambitious goals: by 2027, the company plans to sell one million of these TPUs. This could significantly threaten Nvidia’s current market presence. While Nvidia emphasizes that they still want to supply Google, financial losses from the loss of large orders are already noticeable.
Google’s New Position in the Market
With this move, Google positions itself not only as a software provider but also as a serious hardware supplier. This could significantly diversify the market landscape and reorder the power dynamics among the big tech companies.
Quellen
- Quelle: Google
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