Rohan Paul@rohanpaul_ai
47AI 编辑部评分,满分 100
2026-08-13 16:35· 3小时前
AI 导读

谷歌云AI与基础设施副总裁Amin Vahdat称,谷歌7至8年前的TPU利用率仍达100%,杰文斯悖论正全面显现——效率提升反而引爆使用量。与此同时,CoreWeave刚签下NVIDIA A100多年期合同,合同延续至2029年,即该芯片发布约9年后仍有客户承诺长期容量,且旧GPU世代已基本售罄。

Google's 7 and 8 years old TPUs are still seeing 100% utilization.

Says Amin Vahdat, GP and GM of AI and Infrastructure at Google Cloud.

Jevons Paradox is in full swing now, once something gets more efficient, its use just explodes.

AI is sitting right there now. Daily breakthroughs keep coming, and everyone's busy putting every available chip to work.

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Video from @a16z YT channl. (link in comment)

Rohan PaulSome really interesting numbers on GPU depreciation cycle. A 6-year-old NVIDIA GPU generation still has customers committing to multi-year capacity. CoreWeave j...

来源:Rohan Paul · x.com

Rohan Paul · @rohanpaul_ai · X·2026-08-13 16:35·3小时前
AI 导读

谷歌云AI与基础设施副总裁Amin Vahdat称,谷歌7至8年前的TPU利用率仍达100%,杰文斯悖论正全面显现——效率提升反而引爆使用量。与此同时,CoreWeave刚签下NVIDIA A100多年期合同,合同延续至2029年,即该芯片发布约9年后仍有客户承诺长期容量,且旧GPU世代已基本售罄。

Google's 7 and 8 years old TPUs are still seeing 100% utilization.

Says Amin Vahdat, GP and GM of AI and Infrastructure at Google Cloud.

Jevons Paradox is in full swing now, once something gets more efficient, its use just explodes.

AI is sitting right there now. Daily breakthroughs keep coming, and everyone's busy putting every available chip to work.

---

Video from @a16z YT channl. (link in comment)

Rohan PaulSome really interesting numbers on GPU depreciation cycle. A 6-year-old NVIDIA GPU generation still has customers committing to multi-year capacity. CoreWeave j...

来源:Rohan Paul· x.com