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A comment on Alphabet Earnings Report Q3 2022 [pdf]. Parent comment

Re:Alphabet Earnings Report Q3 2022 [pdf] by brookst on Tuesday October 25, 2022 @09:37PM (#33338649)
Google is getting deeper into silicon, both datacenter and device. That R&D has substantial capital costs which I think are still included in R&D top line.
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Re:Alphabet Earnings Report Q3 2022 [pdf] by AlbertCory on Tuesday October 25, 2022 @09:55PM (#33338775)
I guess we could both read the part of the report where they explain it :)

If it's capitalized, then it's not R&D, which is all expensed.

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Re:Alphabet Earnings Report Q3 2022 [pdf] by bushbaba on Tuesday October 25, 2022 @10:01PM (#33338826)
The silicon would be to save money compared to general purpose compute. The savings should overcome any fixed cost. Doubt it's having that great an impact to R&D cost growth.
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Re:Alphabet Earnings Report Q3 2022 [pdf] by dekhn on Wednesday October 26, 2022 @10:18AM (#33344084)
that was one of the reasons for TPUs- they are far cheaper (TCO) than large numbers of GPUs if you're doing massive amounts of training.
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