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A comment on Google scores six-year Meta cloud deal worth over $10B. Parent comment

Re:Google scores six-year Meta cloud deal worth over $10B by liuliu on Thursday August 21, 2025 @11:56PM (#44980882)
GCP getting second tier TPU allocation b/c TPU cannot be enough to meet GDM needs. At this point, it would be very stupid for external customers betting on TPUs (I am looking at Apple).
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Re:Google scores six-year Meta cloud deal worth over $10B by bmau5 on Friday August 22, 2025 @12:49AM (#44981092)
Why would it be stupid?
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Re:Google scores six-year Meta cloud deal worth over $10B by okdood64 on Friday August 22, 2025 @01:20AM (#44981250)
> second tier TPU allocation

What exactly does this mean?

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Re:Google scores six-year Meta cloud deal worth over $10B by barkingcat on Friday August 22, 2025 @02:49AM (#44981663)
Probably that there are already several generations of TPU hardware - the best ones go to internal use, while the older hardware gets rented out to gcp to amortize the development costs.
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Re:Google scores six-year Meta cloud deal worth over $10B by liuliu on Tuesday August 26, 2025 @01:05PM (#45029359)
That's correct. Unless Zuck is OK with using one-generation older TPU, which is a possibility.
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