近期有关谷歌新技术,TPU需求上修以及要求建立服务器等消息讨论非常多。许多机构上修了相关定制芯片以及服务器,连接的测算。杰富瑞在最新的报告中指出,谷歌,meta和其他巨头的定制芯片如火如荼,这对博通,迈威尔等构成利好。谷歌TPU预测持续上修:谷歌在AI开发领域取得显著成功,TPU无疑是支撑其增长的关键要素。我们此前认为谷歌的ASIC开发已趋于成熟,在数量方面不应出现超预期变动。但在本季度更新中,...
Source Link近期有关谷歌新技术,TPU需求上修以及要求建立服务器等消息讨论非常多。许多机构上修了相关定制芯片以及服务器,连接的测算。杰富瑞在最新的报告中指出,谷歌,meta和其他巨头的定制芯片如火如荼,这对博通,迈威尔等构成利好。谷歌TPU预测持续上修:谷歌在AI开发领域取得显著成功,TPU无疑是支撑其增长的关键要素。我们此前认为谷歌的ASIC开发已趋于成熟,在数量方面不应出现超预期变动。但在本季度更新中,...
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