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Google may be building a TPU with on-package CPU cores specifically for agentic and reinforced learning workloads, according to a rumor.
Premium As hyperscalers increase their long-term purchase commitments, the high-tech industry faces a tectonic shift as CSPs overwhelm consumer electronics companies.
Sandisk and SK hynix formally introduce HBF specification that promises up to 3 TB/s of bandwidth eventually, though only four companies are currently interested in the technology.
Would these massive investments return an even greater profit?
Google eyes to build more TPU AI accelerators in 2028 than Nvidia, if a report by Fubon Research is correct.
Premium On the same day, CFO Anat Ashkenazi raised full-year capex guidance to between $195 billion and $205 billion.
Google is developing a server chip, informally dubbed "Frozen v2," that would etch part of its Gemini model's architecture directly into the silicon.
Premium Google has reportedly chosen Intel's EMIB-T over TSMC's CoWoS-L for its next-generation TPU, codenamed Humufish. But will Google be alone in its alleged decision?
