谷歌借力新型 AI 芯片进一步蚕食英伟达领地

Google Further Encroaches on Nvidia’s Turf With New AIChip Push ⾕歌借⼒新型AI芯⽚进⼀步蚕⻝英伟达领地 Google is talking to Meta and other cloud customers about letting them run Google’s TPUchips in their data centers. The effort could help expand the appeal of Google’salternative to Nvidia’s AI chips.微信公众号 404K微信公众号 404K ⾕歌正与Meta及其他云客户洽谈，拟允许它们在⾃有数据中⼼运⾏⾕歌TPU芯⽚。这⼀举措有望增强⾕歌AI芯⽚相对于英伟达替代⽅案的吸引⼒。 By阿⽶尔·埃弗拉蒂,、艾琳·伍and与阿妮莎·加迪兹联合撰写Amir EfratiErin WooAnissa Gardizy Google is pickingup the pace of its efforts to compete directly with Nvidia in the AI chip business. ⾕歌正加速推进其在AI芯⽚领域与英伟达的直接竞争。 For years, the search giant has rented its own AI chips, known as tensor processing units, to cloud customers who usethem in its Google Cloud data centers. Now, though,Googlehas begun pitching some of those customers—includingMeta Platforms and bigfinancial institutions—on the idea of using TPUs in their own data centers, according to peopleinvolved in the talks. 多年来，这家搜索巨头⼀直向云客户出租其⾃研AI芯⽚（即张量处理单元TPU），供客户在⾕歌云数据中⼼使⽤。但据知情⼈⼠透露，⾕歌近期已开始向Meta Platforms等科技巨头及⼤型⾦融机构等客户推销新⽅案——将TPU部署在他们⾃有数据中⼼内运⾏。 核⼼要点 Google is seeking to expand its TPU business by giving customers the option of on-premiseuse.微信公众号 404K微信公众号 404K 通过向客户提供本地化部署选项，⾕歌正⼒图拓展其TPU业务版图。 Meta Platforms is considering spending billions of dollars on Google TPUs, including for Metadata centers. Meta Platforms正考虑斥资数⼗亿美元采购⾕歌TPU芯⽚，包括⽤于其数据中⼼。 Google has discussed aiming for 10% of Nvidia’s revenue with its TPU chip business. 据透露，⾕歌计划通过TPU芯⽚业务抢占英伟达10%的营收份额。 Powered byDeep Research由深度研究提供⽀持 Meta, the parent company of Facebook and Instagram, is currently in talks with Google about spending billions ofdollars to use TPUs in Meta’s data centers in 2027, as well as to rent Google chips from Google Cloud next year, accordingto a person involved in the talks. Meta currently relies on Nvidia’s graphics processing units. 知情⼈⼠称，Facebook和Instagram的母公司Meta正与⾕歌洽谈，拟在2027年前投资数⼗亿美元将TPU芯⽚部署⾄Meta数据中⼼，并计划明年起租⽤⾕歌云芯⽚服务。⽬前Meta主要依赖英伟达的图形处理器。 For Google, such an arrangement could help it expand the market for its TPUs. As part of its pitch to companies aboutusing the chips in their own data centers, Google has said customers have told it they want to do so to meet highersecurity and compliance standards for sensitive data, according to a person with direct knowledge of the matter. Googlealso said TPUs could be particularly helpful to high-frequency tradingfirms that run AI models in their facilities.微信公众号 404K微信公众号 404K 对⾕歌⽽⾔，此类合作有助于拓展TPU芯⽚市场。直接知情⼈⼠表⽰，⾕歌向企业推介数据中⼼芯⽚⽅案时提到，客户反馈该⽅案能满⾜敏感数据更严格的安全合规要求。⾕歌还指出，TPU芯⽚特别适合在⾃有设施运⾏AI模型的⾼频交易公司。 Such a business could also sharply boost Google’s revenue. Some leaders of the Google Cloud unit have suggested itcould help the company grab as much as 10% of Nvidia’s annual revenue, according to a person who heard the remarks.That share would amount to billions of dollars in annual revenue for Google. 这样的业务也可能⼤幅提升⾕歌的收⼊。据⼀位听过相关发⾔的⼈⼠透露，⾕歌云部门的部分⾼管认为，此举可能帮助公司抢占英伟达年收⼊的10%份额。这部分份额将为⾕歌带来数⼗亿美元的年收⼊。 One of the ways Google has attracted customers to use TPUs in Google Cloud is by pitching that they’re cheaper to usethan pricey Nvidia chips. The high prices for Nvidia chips have made it difficult for other cloud providers like Oracle togenerate solid gross profit margins from renting out Nvidia chips. ⾕歌吸引客户在⾕歌云中使⽤TPU的⽅式之⼀，是宣传其使⽤成本低于昂贵的英伟达芯⽚。英伟达芯⽚的⾼昂价格使得甲⾻⽂等其他云服务提供商难以通过出租这些芯⽚获得稳定的⽑利率。 Still,Nvidiais likely to resist Google’s efforts to expand its presence in the AI chip market. Nvidia’s domination of themarket for AI server chips has turned it into the world’s most valuable company, with a $4.36 trillion marketcapitalization. Its stranglehold on the market has also sent its revenues soaring,lifting the amount of cash itthrows off—which it can in turn use to invest in customers such as OpenAI and Anthropic.微信公众号 404K微信公众号 404K 尽管如此，英伟达很可能会抵制⾕歌在AI芯⽚市场扩⼤影响⼒的努⼒。英伟达在AI服务器芯⽚市场的主导地位已使其成为全球市值最⾼的企业，市值达4.36万亿美元。其市场垄断地位也推动收⼊激增，从⽽增加可⽀配现⾦流——这些资⾦又可转⽽投资于OpenAI和Anthropic等客户企业。 Try askingDeep Research to… 尝试让深度研究... How will AI paying for things change online shopping and banking? ⼈⼯智能⽀付⽅式将如何改变⽹购和银⾏业？ View Response查看回应 Nvidia CEO Jensen Huang closely monitored Google’s technical progress with TPUs and sprung into action to enticeexisting and potential TPU customers such as OpenAI and Anthropic to make big commitments to Nvidia’s GPUs. It’spossible Huang could preempt a Meta-Google deal over TPUs by hammering out a deal of his own with Meta, which isalready one of Nvidia’s biggest customers. 英伟达CEO黄仁勋密切关注⾕歌TPU的技术进展，并迅速采取⾏动吸引OpenAI和Anthropic等现有及潜在TPU客户加⼤对英伟达GPU的投⼊。黄仁勋有可能通过与Meta（已是英伟达最⼤客户之⼀）达成协议，先发制⼈地阻断Meta与⾕歌在TPU领域的合作。微信公众号 404K微信公众号 404K “We are always looking for ways to partner more deeply with leading AI labs,” an Nvidia spokesperson said. "我们始终寻求与顶尖AI实验室深化合作的⽅式，"英伟达发⾔⼈表⽰。 A spokesperson for Meta declined to comment on the TPU talks. A Google spokesperson didn’t have a comment on theTPU efforts but said the company is “experiencing accelerating demand for both our custom TPUs and Nvidia GPUs; wear