Google in Talks to Rent AI Servers from CoreWeave
Google is reportedly in advanced discussions to rent Nvidia Blackwell chips from CoreWeave, according to The Information. The move highlights Google's efforts to secure additional AI processing power amid increasing demand for Nvidia's chips.
The talks with CoreWeave, a cloud provider known for its AI-focused data centers, underscore the challenges major Nvidia customers face in acquiring sufficient chip supplies. Google's interest in CoreWeave's services also reflects the latter's ability to quickly establish AI-centric infrastructure, attracting significant business from large cloud providers.
While specific details of the agreement remain undisclosed, it is noted that the potential deal is smaller than other major contracts CoreWeave has secured, such as Microsoft's $10 billion commitment. Google has also reached out to other GPU providers to further expand its AI capabilities.
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Whitepaper
Tensordyne Napier: What If One Rack Could Do the Work of Nine?
Tensordyne
This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.
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