Google CTO: Taiwan supply chain now co-designs chips and racks, no longer buyer-supplier
pstAsiatech · x · 2026-09-06
Google CTO and head of AI infrastructure Amin Vahdat, speaking at SEMICON Taiwan 2026 and in his first Taiwanese media interview, said Google's relationship with Taiwan's supply chain is no longer a buyer–supplier arrangement.
- The two sides now co-design chips, racks, and end-to-end system architecture
- "This is no longer a matter of purchasing and partners" — without deep co-design with Taiwanese firms, Google could not have built its current infrastructure and compute platforms
- Cooperation is accelerating month by month, quarter by quarter, and year by year
More from Infra
- Meta researcher: horrifying infra, not talent, is why OSS can't catch closed frontier — A_K_Nain · 2026-10-23
- Jane Street and NVIDIA speed up Mamba-2 with custom cuTile kernels — blelbach · 2026-10-23
- LatentLoop: asymmetric compute allocation cuts looped-MoE training cost by 19% — pmttyji · 2026-10-23
- Same AI request emits 8.5x more CO2 in Texas than in Sweden — jlundberg · 2026-10-23
- SK Hynix Pulls Plug on Solidigm US IPO as Chip Stocks Slide, Shares Down ~30% This Quarter — rohanpaul_ai · 2026-10-23
- Designer mocks Nvidia: buy idle GPUs or lose access to new ones—definitely not a bubble — michalmalewicz · 2026-10-23