Google TPUs will see a share of over 70% in the in-house developed cloud ASIC accelerator market in 2024; an all-optical network communication architecture will play a crucial role in achieving that.
Table of contents
Chart 1: In-house developed cloud AI ASIC accelerator shipments by CSP, 2023-2024 (k units)
Chart 2: In-house developed cloud AI ASIC accelerator shipment share by CSP, 2023-2024
Table 1: Specifications of Google 1st- to 4th-generation TPU accelerators
Table 2: Specifications of Google v5e and v5p TPU accelerators
Table 3: Specifications and HBM for Google 5th- & 6th-generation TPU accelerators
Table 4: Application model type and share of Google 1st- to 4th-generation TPU
Table 7: Road map of Google in-house developed WDM transceiver module and key components, 2017-2025
