Google makes custom AI chips called TPUs, and Apple uses them to train its AI models. CNBC got an exclusive look inside the lab where Google makes its chips.
headquarters in Mountain View, California, hundreds of server racks hum across several aisles, performing tasks far less ubiquitous than running the world's dominant search engine or executing workloads for Google Cloud's millions of customers.uses TPUs, and of course Nvidia has the lion's share of training volume. But Google took its own path here," said Futurum Group CEO Daniel Newman. He's been covering Google's custom cloud chips since they launched in 2015.
The TPU, however, is what set Google apart. It was the first of its kind when it launched in 2015. Google TPUs still dominate among custom cloud AI accelerators, with 58% of the market share, "Being candid, these specialty AI accelerators aren't nearly as flexible or as powerful as Nvidia's platform, and that is what the market is also waiting to see: Can anyone play in that space?" Newman said.to train its AI models, the real test will come as those full AI features roll out on iPhones and MacsIt's no small feat to develop alternatives to Nvidia's AI engines. Google's sixth generation TPU, called Trillium, is set to come out later this year.
"AI chips — they're very complex. There's lots of things on there. So Google brings the compute," Rasgon said. "Broadcom does all the peripheral stuff.
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