Google将向部分客户出售其TPU，这些客户也青睐大G的GPU

报道来源 [4]

1. 36氪 (36Kr) TIER_1 中文(ZH) · 2026-04-30 06:21

   Alphabet CFO: Raises 2026 Capital Expenditure Guidance Range to $180-190 Billion

   Alphabet首席财务官阿纳特・阿什肯纳齐在财报电话会上表示，投资方面，我们将2026年全年资本支出指引区间上调至1800亿至1900亿美元，此前预期为1750亿至1850亿美元，新增3月完成的Intersect收购相关投资。我们看到人工智能计算资源的内部与外部需求空前高涨。我们在人工智能领域的投资正带来强劲增长，谷歌云创纪录的收入与订单储备增长、谷歌服务的优异表现均印证了这一点。展望未来，这些优异业绩坚定了我们投入所需资本、持续把握人工智能机遇的决心。因此，预计2027年资本支出将较2026年大幅增长。（财联社）

2. The Register — AI TIER_1 English(EN) · Simon Sharwood · 2026-04-30 03:49

   Google to sell its TPUs to some customers, who also fancy big-G GPUs

   <h4>AI is driving more searches and ads</h4> <p>Google Cloud will start selling its custom tensor processing units to some customers, because they want them and the search giant wants to diversify its revenues.…</p> <p><!--#include virtual='/data_centre/_whitepaper_textlinks_top.…

3. TechCrunch AI TIER_1 English(EN) · Sarah Perez · 2026-04-29 22:20

   Google Cloud surpasses $20B but says growth was capacity-constrained

   Google Cloud topped $20B in quarterly revenue for the first time, fueled by surging demand for AI. But capacity constraints mean it could have grown even faster.

4. Mastodon — mastodon.social TIER_1 English(EN) · sagalinked · 2026-04-29 23:40

   📰 Google Cloud surpassed $20 billion in revenue for the first time, though it attributed its growth to capacity constraints rather than increased usage. 🔗 https

   📰 Google Cloud surpassed $20 billion in revenue for the first time, though it attributed its growth to capacity constraints rather than increased usage. 🔗 https:// techcrunch.com/2026/04/29/goog le-cloud-surpasses-20b-but-says-growth-was-capacity-constrained/ # Tech # AI