11–20 of 37 posts
Meta is planning to spend $65B+ on capex this year. That's a lot of data centers. Why do they need a tiny bit more from Google?
Assuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.
Meta is planning to spend $65B+ on capex this year. That's a lot of data centers. Why do they need a tiny bit more from Google?
Assuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.
Meta is planning to spend $65B+ on capex this year. That's a lot of data centers. Why do they need a tiny bit more from Google?
Assuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.
Google needs deal this due to flights away from its cloud. It can't compete with Azure for simple/coarse-grained services and AWS for complex/fine-grained services. Atm, Google cloud is only good for cheap high-ram one-run-centric compute (AWS is cheaper for generic compute and reserved compute), simple container execution (Cloud Run), and ~100 TB bulk storage.
You are crazy if you imply AWS Athena or Azure Synapse are better than BigQuery.
Google needs deal this due to flights away from its cloud. It can't compete with Azure for simple/coarse-grained services and AWS for complex/fine-grained services. Atm, Google cloud is only good for cheap high-ram one-run-centric compute (AWS is cheaper for generic compute and reserved compute), simple container execution (Cloud Run), and ~100 TB bulk storage.
Based on my professional experience, when we ignore cost [0] my ranking of the big three for "plain old computing" (that is, just compute, networking, and storage workloads) is AWS, GCP, Azure.
Azure is very, very flaky. Things often break for no clear reason, or things are changed in unexpected ways without warning, and then quietly reverted back. [1] I used to say that the only consistently good thing about Azure was that you could throw an entire Subscription in the trash and have everything in there be destroyed... but even that has become intermittently unreliable!
Given how godawful Azure is, I expect that companies use it either because they think they need it for its AD integration, or because they get very deep discounts on Windows licenses for VMs running on Azure.
[0] Both because I never had to pay the bills and (I assume) our cost estimators were always full of lies because the tooling (and I) had no idea what discounts we had negotiated.
[1] (Don't) ask me about the time Azure added in some sort of multi-minute "cooldown" time for reuse of a statically-assigned IP address that was assigned to a VM that Azure reported was completely destroyed, and we were attempting to assign to a brand new VM. Creation of the new VM kept failing with some wacky error. Azure support was clueless, and the problem vanished and came back several times over the course of a year.
Earlier quoted context omitted.
Assuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.
GCP getting second tier TPU allocation b/c TPU cannot be enough to meet GDM needs. At this point, it would be very stupid for external customers betting on TPUs (I am looking at Apple).
Earlier quoted context omitted.
Assuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.
Could be other way round too. Meta wants to use their own data centers capacity for their custom AI solutions. Generic compute and storage for online and batch workloads can be moved to Google cloud infra.
Earlier quoted context omitted.
Assuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.
GCP getting second tier TPU allocation b/c TPU cannot be enough to meet GDM needs. At this point, it would be very stupid for external customers betting on TPUs (I am looking at Apple).
What exactly does this mean?
Earlier quoted context omitted.
Assuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.
Assuming they don’t screw it up. Google has a ton of great stuff but when it comes to actually making into a product they flounder. GCP still needs a lot of work.
Earlier quoted context omitted.
Assuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.
Assuming they don’t screw it up. Google has a ton of great stuff but when it comes to actually making into a product they flounder. GCP still needs a lot of work.