Blackstone announces a joint venture with Google to create a US company that will offer customers Google TPU access, and makes a $5B initial equity commitment
Investment firm to put $5 billion toward venture using Google's chips — Alphabet's Google and Blackstone plan to create …
Wall Street Journal
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Discussion
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@shanumathew93
Shanu Mathew
on x
The year is 2050 Every business is either a neo cloud or prediction market bar
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@rhouseresearch
@rhouseresearch
on x
Google teaming up with Blackstone to create a new neocloud running TPUs, as most of the existing neoclouds (CoreWeave, Nebius, Crusoe, Lambda, etc.) have more or less pledged fealty to NVIDIA. While this obviously introduces more competition for $CRWV and $NBIS, it seems more
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@jukan05
Jukan
on x
AMD needs to build its own neocloud as soon as possible. That's the only way it can compete.
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@lokoyacap
@lokoyacap
on x
TPU shortages incoming 👀
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r/NBIS_Stock
r
on reddit
Why the $5B Google & Blackstone AI Cloud news is bullish for $NBIS
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r/Bard
r
on reddit
Blackstone will create a new TPU cloud in a joint venture with Google.