In a nutshell: Regardless of being a fabless designer that doesn’t promote chips to 3rd social gathering corporations, Google is a real large within the knowledge middle processor enterprise. The Mountain View company has a big market share that’s poised to develop even greater because of the latest AI explosion.
New analysis printed by Tech Insights crowns Google as one of many largest chip designers within the knowledge middle world. Leveraging its distinctive experience throughout a number of segments together with the semiconductor provide chain and the ASIC market, TI states that Google’s market share is akin to extra distinguished chipmakers like Intel and AMD.
TI highlighted that Google pioneered customized AI accelerators with its Tensor Processing Models (TPUs) launched in 2015, which have propelled the corporate previous cloud rivals Microsoft and Amazon. When it comes to market share, solely Nvidia and Intel outperform Google.
Google shipped two million TPUs to its knowledge facilities worldwide final 12 months, TI famous. The enterprise noticed important development in 2021 with the TPU v4, coinciding with the rise of huge language fashions. Broadcom, Google’s key associate in ASIC design, doubtless benefited essentially the most from the TPU v4 introduction.
Google makes use of TPUs to speed up inside workloads, whereas Nvidia GPUs deal with cloud computing duties. Tech Insights reported that in 2023, Google had the most important put in base of AI accelerators and the most important AI computing infrastructure. The corporate just lately launched its sixth TPU era, generally known as Trillium, designed to boost the AI Hypercomputer structure.
TI additionally famous a big stock correction within the server market final 12 months, as cloud hyperscalers invested in new accelerators and Nvidia AI GPUs. Microsoft and Amazon are additionally growing customized AI accelerators, with Azure Cobalt and Graviton, respectively.
Each Azure Cobalt and Graviton are Arm-based customized processors. Google just lately launched the Arm-based Axion processor to enhance its TPUs. Based on a report from Bernstein Analysis, Arm structure is now utilized in 10 % of the world’s servers, with over 50 % of these put in in Amazon’s AWS knowledge facilities.
