- Alphabet shares climbed following reports that the company is developing a new server chip, internally called 'Frozen v2,' which aims to run Gemini models with significantly higher efficiency.
- The project is specifically designed to address an internal compute shortage that has reportedly forced Google Cloud to decline outside business and necessitated a $1 billion monthly payment to SpaceX for bridge capacity.
- While Google engineers estimate the chip could be 6 to 10 times more efficient than current TPUs, the specialized design would limit its use to Gemini models that maintain the same underlying architecture.
Quotes
“By co-designing our hardware and software from the ground up, we ensure our systems are integrated and highly optimized for real-world workloads”
“while not every project moves into production, this rigorous exploration is central to our full stack approach.”