Google to introduce two variants of in-house chips, Bloomberg News reports
The new variants are designed for confidential computing and long-context inference as Google broadens its chip lineup against Nvidia.
- On Monday, Google introduced two new variations of its in-house Tensor Processing Units, the 8tx and 8i Max, designed as reconfigured versions to address specific customer requirements.
- Google chip chief Amin Vahdat said the company is prioritizing specialization to better serve distinct AI tasks, marking a strategic shift to compete with Nvidia's general-purpose market dominance.
- The 8tx encrypts data for secure workloads, while the 8i Max enables long-context window processing, offering performance at about 30% lower cost than competing Nvidia GPUs.
- To prevent supply bottlenecks, Google is diversifying manufacturing beyond Broadcom by signing deals with Marvell Technology, as every available TPU is currently contracted to customers.
- Emerging competition from start-ups like Tenspresso and internal efforts from OpenAI pose future risks, while a growing backlash against data centers threatens to shrink infrastructure spending by roughly 5% to 7% in 2027.
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