Updated
Updated · TechCrunch · Jul 20
Alphabet Designs 2028 Frozen v2 Chip for 6-10x More Efficient Gemini AI
Updated
Updated · TechCrunch · Jul 20

Alphabet Designs 2028 Frozen v2 Chip for 6-10x More Efficient Gemini AI

3 articles · Updated · TechCrunch · Jul 20

Summary

  • Frozen v2, a server chip Alphabet is designing for a 2028 release, could make Gemini models six to 10 times more power-efficient by generating more tokens per unit of energy.
  • Google did not confirm the project directly, but said it is continually testing hardware-software designs as part of a full-stack strategy to optimize real-world AI workloads.
  • That efficiency push comes as AI companies face compute shortages, rising scrutiny of AI spending and pressure to reduce dependence on Nvidia's dominant chips.
  • Alphabet has said it plans to spend $180 billion to $190 billion this year on its AI buildout, and the report helped reassure investors ahead of earnings, lifting the stock about 3% Monday.

Insights

Is Google's specialized 'Frozen v2' chip a masterstroke for efficiency or a risky bet that could become obsolete before its 2028 launch?
With Google paying billions for compute, is rival SpaceX becoming the new kingmaker in the AI infrastructure race?