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Back to Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI, with Amin Vahdat.

Why Co-design an AI Chip With the Software?

Amin Vahdat says co-design is how a stack stops leaving performance unused between the chip, the network, and the software. A system built to run on any hardware, any software, and any network can move onto new capacity overnight, with no lock-in. The cost is generality. Each layer can miss the one next to it. A layer might be worth 10 percent, 20 percent, or 2x, and multiplying the chances through the stack is a large end-to-end opportunity in intelligence per watt or goodput per watt, down to power delivery and software.

Full flexibility means the system can run anywhere, anytime. Full flexibility also leaves a significant amount of performance on the table. The case for co-design is that gap. The case against it is the lock-in and the loss of the ability to land on whatever capacity shows up next.

Transcript

Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI ·

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More from this episode

  1. What Is an AI Data Center?Amin Vahdat says an AI data center shares the basics of a non-AI data center and is not radically different.
  2. What Is Goodput in AI Infrastructure?Amin Vahdat says goodput is the useful work a real workload delivers, not the theoretical peak a chip can claim.
  3. Why Must Google Double Token Capacity Every Six Months?Amin Vahdat says the hardware has to double how many tokens it can generate every six months, and software will deliver as much of that capacity as the chips…
  4. Why Did Google Split Its AI Chips Into 8i and 8t?Amin Vahdat says Google split the line because, by 2026, inference and serving had grown large enough to justify a chip specialized for each job.
  5. How Do Google and DeepMind Change a Chip Before Tape-out?Amin Vahdat says Google and DeepMind co-design hardware and models in the same rooms, and they will change a chip already in progress when the gain is large…
  6. What Has Stayed the Same Since Google's First Tensor Processing Unit?Amin Vahdat says the tensor processing unit, at a medium level of detail, has not really changed since the first version.
  7. How Do Long-horizon Agents Change a Data Center?Amin Vahdat says long-horizon agents change the data center because the human pause between prompts disappears, and the CPUs, network, and storage around the…
  8. How Does Google Replace a Failed Tensor Processing Unit Rack?Amin Vahdat says a failed tensor processing unit rack can be replaced with another rack without moving any fiber, because the light is redirected to a spare…
  9. How Does Google Get a Gigawatt of Power?Amin Vahdat says Google's preferred model for a new data center is to stay connected to a utility, even when the site needs a gigawatt of power.
  10. Why Does Google Build Separate Inference Clusters?Amin Vahdat says serving clusters have to be built because inference demand is too large to cover with older training clusters that are no longer fully used…
  11. Are Google's Old AI Chips Still Fully Used?Amin Vahdat says Google's seven and eight year old tensor processing units are still at 100% utilization.
  12. Why Does Google Want Open AI Standards?Amin Vahdat says the build-out is too big and too important to be any one vendor's closed proprietary stack.
  13. Why Does Google Want Data Centers in Orbit?Amin Vahdat says orbital data centers are a moonshot Google is pursuing because energy production is a fundamental constraint, and space offers far more solar…

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