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皮查伊称谷歌正将云业务算力转向前沿 AI 研发

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AI 辅助摘要

谷歌首席执行官桑达尔 · 皮查伊表示,公司正把部分算力从云业务转向前沿 AI 研发,为此放弃部分短期收入。他还称,客户目前很难锁定 2027 年算力,原因包括数据中心从决策到投运需两至三年,以及智能体任务需求激增。

正文 · AI 翻译

IT Home reported on October 21 that Google CEO Sundar Pichai said today the company is shifting some computing capacity from its cloud business to frontier AI research and development to fully support advances in frontier AI.

For Google, developing frontier AI is costly and requires vast computing resources and chips, but those resources could otherwise be sold at high prices through its cloud business. Pichai said that investing resources in frontier AI research and development is “fundamental” to Google.

The CEO also said that customers seeking to secure computing capacity for 2027 now would face great difficulty, citing the two to three years it takes for a data center to go from decision to operation and a surge in demand for agentic tasks. He explained: “Our cloud business can forgo short-term revenue at any given moment because we are making trade-offs in computing to support the development of frontier AI.”

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