It is hard for Google to make money on these TPUs as the whole engineering cost has to be made back from its pricing on Google Cloud, where as with NVIDIA it can pay back its engineering costs via multiple mature channels (games, super computers, and multiple cloud providers.) I wonder which is higher, the cost for creating the TPUs in terms of engineering and manufacturing or the cost differential in terms of usage…
There's no real need to worry about Google in the long term - nVidia can make back their money solely with their GPUs; Google probably made their expenses back this weekend with searches around the Olympics. It'd be pointless for them to not use their TPUs themselves, and their main product, Adsense, uses ML.
Benchmarking Google’s new TPUv2
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Re: Benchmarking Google’s new TPUv2
#22Re: Benchmarking Google’s new TPUv2
#23It is hard for Google to make money on these TPUs as the whole engineering cost has to be made back from its pricing on Google Cloud, where as with NVIDIA it can pay back its engineering costs via multiple mature channels (games, super computers, and multiple cloud providers.) I wonder which is higher, the cost for creating the TPUs in terms of engineering and manufacturing or the cost differential in terms of usage…
By the logic above, you would conclude that TPUv1 (the inference-only chip) might have been a mistake, but we’ve been very public about how it “saved us from building lots of datacenters”.
That wasn’t ever sold as part of Cloud, so the benefit there is all from the second bit you mentioned: cheaper and more efficient than GPUs at the time. The paper also goes into more detail, but the size of that initial engineering team and time to market were both quite small.
For training, before Volta (and kind of Pascal), GPUs were the best option but not particularly efficient. Volta does the same “we should have a single instruction that does lots of math in one shot” by cleverly reusing the existing functional units. That the V100 is a great chip, is a good outcome for the whole industry. But GPUs aren’t (and shouldn’t be) just focused on ML. My bet is that there’s still a decent amount of runway left in specialized chips for ML, just as GPUs carved out their own niche versus CPUs.
But again, the “even just for Google” benefit is really enormous so I wouldn’t assume that Cloud has to pay for the entire effort. Could GPU manufacturers improve the cost:performance ratio of ML workloads enough that Google doesn’t have to build TPUs anymore? Perhaps, but like the V100 improvements that would be a great outcome!
Re: Benchmarking Google’s new TPUv2
#24I wonder if Chinese companies will use (or be allowed to use) TPUs. It seems like a pretty obvious way to have the NSA scoop up any Chinese AI advancements China may want to keep secret.
Re: Benchmarking Google’s new TPUv2
#25Re: Benchmarking Google’s new TPUv2
#26Wait but, the batch size is 8x bigger for the TPU? That's not a fair comparison; increasing batch size always speeds things up...
They are claiming a 29x improvement in that area.
Re: Benchmarking Google’s new TPUv2
#27Just to clarify, is this benchmark leveraging mixed-precision mode on the Volta V100? The major innovation of the Volta generation is mixed-precision which NVIDIA claims is a huge performance increase over the Pascal generation (P100 in the case of your benchmark). Link to NVIDIA documentation on mixed-precision TensorCores: https://devblogs.nvidia.com/inside-volta/
Re: Benchmarking Google’s new TPUv2
#28Earlier quoted context omitted.
There's no real need to worry about Google in the long term - nVidia can make back their money solely with their GPUs; Google probably made their expenses back this weekend with searches around the Olympics. It'd be pointless for them to not use their TPUs themselves, and their main product, Adsense, uses ML.
Are you sure about Adsense? Talked to ad pros recently and they all complained Adsense is ancient (still mySQL?) and often broken; doesn't look like Google emphasizes it despite being their cash cow, more like deep state of neglect.
Re: Benchmarking Google’s new TPUv2
#29Earlier quoted context omitted.
Are you sure about Adsense? Talked to ad pros recently and they all complained Adsense is ancient (still mySQL?) and often broken; doesn't look like Google emphasizes it despite being their cash cow, more like deep state of neglect.
Adsense isn’t Google’s cash cow, Adwords is.
Re: Benchmarking Google’s new TPUv2
#30Google claim 29x better performance-per-Watt with TPUs than contemporary GPUs[0]. Interesting to contrast that to the images-per-$ figure in this post, which is more like 2x. I assume there's a high capital cost for this new hardware, but when they scale it up I wonder if the ratio of cost TPU to GPU will trend towards the ratio of power-per-Watt between the platforms? Seems like a natural limit, even if it never qui…