Maybe they are less than 1/18ths the cost, so google technically have a marginally better unit cost but i doubt it when you consider the R&D cost. They are less bad at inference, but still much worse than even an A100.
Maybe they are less than 1/18ths the cost, so google technically have a marginally better unit cost but i doubt it when you consider the R&D cost. They are less bad at inference, but still much worse than even an A100.
I would bet money that TPUs are at least better at doing AI research than anything Nvidia will sell you. That alone might be enough for Google to keep getting some new ones fabbed each year. The TPUs you can rent on Google Cloud might very well just be hardware requisitioned by the AI team, for the AI team, that they aren't always using to capacity, and so is "earning out" its CapEx through public rentals.
TPUs are maybe also better at other things Google does internally, too. Running inference on YouTube's audio+video-input timecoded-captions-output model, say.
"Deployed since 2020, TPU v4 outperforms TPU v3 by 2.1x and improves performance/Watt by 2.7x. ... For similar sized systems, it is ~4.3x--4.5x faster than the Graphcore IPU Bow and is 1.2x--1.7x faster and uses 1.3x--1.9x less power than the Nvidia A100. TPU v4s inside the energy-optimized warehouse scale computers of Google Cloud use ~2--6x less energy and produce ~20x less CO2e than contemporary DSAs in typical on-premise data centers."
Here is a link to the paper: https://dl.acm.org/doi/pdf/10.1145/3579371.3589350
Which sure makes the H100 sound both faster and more efficient (per unit of compute) than the TPU v4, given what was in your quote. I don't think your quote does anything to support the position that TPUs are noticeably better than Nvidia's offerings for this task.
Complicating this is that the TPU v5 generation has already come out, and the Nvidia B100 generation is imminent within a couple of months. (So, no, a comparison of TPUv5 to H100 isn't for a future paper... that future paper should be comparing TPUv5 to B100, not H100.)
[0]: https://developer.nvidia.com/blog/nvidia-hopper-architecture...
Despite various details I don't think that this is an area where Facebook is very different from Google. Both have terrifying amounts of datacenter to play with. Both have long experience making reliable products out of unreliable subsystems. Both have innovative orchestration and storage stacks. Meta hasn't published much or anything about things like reconfigurable optical switches, but that doesn't mean they don't have such a thing.