Anticipez la baisse progressive des coûts d'inférence dans l'élaboration de vos projets technologiques à moyen terme.
La maîtrise de la conception matérielle devient une condition indispensable pour soutenir la rentabilité économique et surmonter les contraintes énergétiques liées au déploiement massif de l'intelligence artificielle.
Pour faire face aux dépenses d'infrastructure colossales et réduire la dépendance envers les fournisseurs tiers, les géants technologiques développent leur propre matériel. Cette stratégie d'intégration verticale vise à optimiser l'exécution des modèles tout en assurant la soutenabilité financière des investissements.
Impact concret
L'annonce de ce projet a provoqué une hausse de trois pour cent du cours de l'action d'Alphabet avant la publication de ses résultats financiers.
Applications concrètes
Diminution de la consommation électrique lors des opérations d'inférence pour les services s'appuyant sur des modèles de langage de grande échelle.
Alphabet, Google’s parent company, is designing a new server chip to help its in-house Gemini models operate more efficiently. The new chip, internally dubbed “Frozen v2,” is slated to be released sometime in 2028, The Information reported , citing anonymous sources. According to the report, the chip could be between six and 10 times more efficient than Google’s existing AI chips, measured by the number of tokens generated per unit of power. In a response to TechCrunch, the company didn’t directly confirm the report. It didn’t deny it either. “Our teams are constantly researching and experimenting with new innovations to deliver maximum performance and efficiency for our users and customers,” Google told TechCrunch. “While not every project moves into production, this rigorous exploration is central to our full stack approach. By co-designing our hardware and software from the ground up, we ensure our systems are integrated and highly optimized for real-world workloads.” AI companies have increasingly sought to produce their own chips as a way to make their in-house models run more efficiently and to address global shortages in AI computing capacity. Such efficiency has become a key selling point for tech companies as concerns about AI spend have dampened the market euphoria that previously characterized the industry. At the same time, firms are engaged in an ongoing attempt to wean themselves off chipmaker Nvidia , which has historically dominated the AI chip market and whose dominance has left major AI makers dependent on its hardware. In June, OpenAI announced its first custom chip, an inference processor dubbed Jalapeño . Earlier this month, it was reported that Anthropic was discussing a new chipmaking partnership with Samsung. Investors have previously worried about Alphabet’s massive planned expenditures designed to help it build out its AI strategy. Earlier this year, Google said that it plans to spend between $180 billion and $190 billion. With so much money at stake, the company needs to prove that those investments will pay off. News of the more efficient Frozen v2 chip appears to have assuaged investors, giving Google a boost ahead of its earnings report later this week. Following publication of The Information’s report, the company’s stock climbed some 3% on Monday morning. Topics AI , Alphabet , Google , nvidia When you purchase through links in our articles, we may earn a small commission . This doesn’t affect our editorial independence. Lucas Ropek Senior Writer, TechCrunch Lucas is a senior writer at TechCrunch, where he covers artificial intelligence, consumer tech, and startups. He previously covered AI and cybersecurity at Gizmodo. You can contact Lucas by emailing lucas.ropek@techcrunch.com. View Bio November 4 Boston Last chance to save up to $190 on TechCrunch Founder Summit. Join 1,000+ founders and VCs at all stages for real-world scaling insights and connections that move the needle. Savings end June 26, 11:59 p.m. PT . REGISTER NOW Most Popular Apple and Google ordered to purge ‘nudify’ apps from App Stores Lucas Ropek Coca-Cola suspended production at its Fairlife dairy after a ransomware attack Zack Whittaker Tesla driver in fatal Texas crash pressed accelerator 100%, NTSB confirms Sean O'Kane Amid hardware legal battle, OpenAI releases a $230 keyboard for Codex Lucas Ropek Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just models Rebecca Bellan OpenAI’s first hardware device is reportedly a screenless speaker that can move Lucas Ropek Anthropic’s newest ad is creeping people out Lucas Ropek