#1-Ranked Industry Analyst Patrick Moorhead digs into the announcements about generative AI and other developments from the recent Google Cloud Next event.
The TPU has been an interesting one from a research standpoint, given that in the past every time I asked what percentage of AI workloads were run on the TPU, it was a very small number for enterprise customers. This year was different. I met with a few customers and heard anecdotally that the TPU was “sold out.” I will keep asking every year to see what is really happening with the TPU. I do believe that internally, for consumer Google and ads, the TPU is doing a lot.
Modern distributed applications running innovations such as generative AI across on-prem and hybrid cloud environments have special requirements. These applications demand high-performance networking to run foundation models, training and inferencing at scale, independent of where the data resides.is an open and programmable cloud networking platform that enables connectivity and security for applications across clouds and on-prem locations.
I need to do more research on Google’s commitment to run apps truly anywhere, but as I have said numerous times, the new hybrid, multi-cloud world is here to stay, and enterprises want “fabrics” that can be used across on-prem private clouds, the edge, public cloud and sovereign clouds.Over the past few years, I have been following and researching Google Cloud, and the business has picked up steam ever since Thomas Kurian took over the reins as CEO of the business unit.
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Opening arguments in US v. Google just ended! Only ten weeks left to go.I’ve just finished lunch after the Department of Justice, a group of state attorneys general, and Google made their opening arguments in today’s antitrust trial. The Department of Justice wants Judge Amit Mehta to focus on “what Google did” — which, in its evaluation, is sign a bunch of restrictive Google Search exclusivity agreements with Apple, Mozilla, and Android manufacturers. Google is arguing that the whole trial is a gift to Microsoft, which (again, in its evaluation) has dismally failed to compete with Google on Search. There’s no public feed after opening statements, but I’ll be back in court soon to watch the Department of Justice question Google’s chief economist Hal Varian about default search settings. Oh, and there’s a guy in a fake mustache and monocle wandering the halls.
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