Thomas Kurian (@ThomasOrTK)

Google가 맞춤형 실리콘과 인프라를 구축해 고객들에게 어떤 이점을 주고 있는지 Bloomberg의 최신 기사에서 소개했습니다. 또한 이번 주 Google Cloud Next에서 추가 업데이트를 예고했습니다.

https://x.com/ThomasOrTK/status/2046344875994739028

#googlecloud #customsilicon #infrastructure #aicloud #googlecloudnext

Thomas Kurian (@ThomasOrTK) on X

Read how Google built custom silicon and infrastructure - and how it's benefiting customers today - in the latest from @Bloomberg. We'll share more updates this week at #GoogleCloudNext. https://t.co/JvkLIDf1Dz

X (formerly Twitter)
#Broadcom CEO #HockTan projects #AIchip revenue to exceed $100 billion next year, driven by increasing demand for #customsilicon from large customers like Google, Meta, Anthropic, and OpenAI. The company’s AI revenue more than doubled in the first quarter, reaching $8.4 billion, and is expected to reach $10.2 billion this quarter. https://www.cnbc.com/2026/03/04/broadcom-sees-ai-chip-sales-significantly-over-100-billion-in-2027.html?AIagents.at #AIagent #AI #ML #NLP #LLM #GenAI
#Google’s #AIinfrastructure boss, #AminVahdat, stated that the company needs to #double its #AIservingcapacity #everysixmonths to meet demand. This is a challenge, requiring a 1000x increase in capability over the next 4-5 years. The focus is on building more reliable, performant, and scalable solutions, leveraging #customsilicon and #efficientmodels. https://www.cnbc.com/2025/11/21/google-must-double-ai-serving-capacity-every-6-months-to-meet-demand.html?eicker.news #tech #media #news
🚨 360K hours saved. $40M reclaimed.
This isn’t another LLM hype piece—this is the real AI stack transformation happening behind the scenes in 2025. 🧠
From Graviton to GPT-4o, the chips now shape the code.
👇 Read how Klarna, JPMorgan, and Samsung rewired their AI engines:
https://medium.com/@rogt.x1997/the-silicon-uprising-how-the-new-ai-stack-is-redefining-everything-from-code-to-commerce-e329a91671ac
#AIInfrastructure #CustomSilicon #CloudAI #NextGenTech
https://medium.com/@rogt.x1997/the-silicon-uprising-how-the-new-ai-stack-is-redefining-everything-from-code-to-commerce-e329a91671ac
The Silicon Uprising: How the New AI Stack Is Redefining Everything from Code to Commerce

From wafer to workflow, the AI revolution is being rewritten — not by algorithms, but by the very chips they run on. In a dimly lit TSMC warehouse in Taiwan, the 2025 AI story begins. Not in a…

Medium
The big rush to custom chips seems to be peaking. While strategic for giants like Apple, soaring costs & complexity have others rethinking. Controlling the software stack is key, but is the DIY approach always worth it?
#CustomSilicon #Semiconductors #TechTrends
Google’s new Arm-based CPU will challenge Microsoft and Amazon in the AI race

Google has updated AI chips and a new Arm-based CPU ready for the continued AI boom. Google Cloud customers will get access to the new Arm servers later this year.

The Verge