Patel says Google's TPU production numbers are closely guarded secrets that even most Google DeepMind employees don't know.
“Right? That's like a very closely guarded secret, most people that work at Google DeepMind don't even know number.”
Patel claims Google is massively ramping TPU production, a closely guarded secret most DeepMind employees don't know.
“Google's actually ramping up TPU production massively. And I think people in AI would be like, Well, duh. But like, okay, who has the capability of figuring out the number?”
Patel claims Google will have more compute than any other company by a large factor.
“Google is going to have more compute than any other company in the world period by like a large, large factor.”
Patel says Google built rack-scale AI systems with Broadcom in 2018 before NVIDIA deployed similar architecture.
“Google did something very similar in 2018, right, with the TPU. Now they couldn't do it alone. Right? They know the software.”
Patel reveals Google runs three separate TPU design programs with Broadcom, MediaTek, and undisclosed partner.
“They're making a TPU with Broadcom, that's a different architecture than a TPU with MediaTek, that's a different TPU than the architecture that is, I won't disclose, by research.”
Patel quotes Deepmind friend saying TPU ecosystem grows stronger every time Googlers leave
“"Everytime Googlers leave, the TPU ecosystem grows stronger" Deepmind friend coping so hard in my DMs rn”
Patel says SemiAnalysis tracks changes as they happen, with majority revenue from industry not hedge funds
“@damnang2 Our role is to track what's happening and provide updates as changes happen. Majority of my revenue is industry not hedge funds. Theyre the ones making actual useful decisions with the data. All of these items we reported were true and we explained them. The one caveat is with”