Tensor Processing Unit

Google faces the challenge of doubling its AI compute capacity every six months to meet surging demand. VP Amin Vahdat revealed a need for a 1000x capacity increase in 4-5 years, highlighting AI infrastructure competition as critical and costly. Google focuses on custom silicon like TPUs for efficiency, and leverages DeepMind research. CEO Sundar Pichai acknowledged AI bubble concerns, emphasizing cloud business strength and disciplined investment to ensure long-term sustainability and maintain a competitive edge.