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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.
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.