Mandeep Singh

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49 appearances 2 recordings 1 series first heard Apr 2026 last heard 29 Apr

Mandeep Singh’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 2.

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Bloomberg Tech · Google Cloud Debuts New AI Chips · 22 Apr 2026 podcast

So that gap most likely is gonna increase.

And not only are they growing faster than the other cloud players, their margins are expanding.

And that's where people will realize they are the lowest.

Right.

S cost token provider when you compare them to everyone else out there.

Yeah, look, I think a lot of the deals involve vertical integration where they are providing the TPUs, they're doing it on their cloud, and it's uh using Gemini.

So, you know, if you are using Google Cloud, you're getting that complete package.

Whereas with everyone else, you're using either NVIDIA chips or AWS Cloud.

And to me, the best illustration is you know the deal that uh Amazon has had.

With uh OpenAI and Anthropic, where they are giving Anthropic five billion dollars money to spend on their cloud.

Whereas the deal that Anthropic had with Google, 3.5 gigawatts, Google is not giving Anthropic any money.

So that is a sign that uh illustrates that Google probably is in a better position when it comes to negotiating with these frontier LLMs.

I mean Google's share of infrastructure cloud, where you know, think of the triopoly, there was Amazon, uh Microsoft and Google.

It wasn't it?

Way fair.

Well, that they will move up.

I I think with AI workload share, they will certainly have a higher share compared to what they had in the traditional cloud, and this will probably be the biggest driver of that owning the TPUs, and then obviously their chips.

doing far better than other ASIC providers, including Amazon.

I mean, look, these are not confirmed reports, but Mythos may have been trained entirely on TPUs, or majority of the cluster for that Mythos training was uh Google TPUs.

So, from that perspective, if the best model out there, whether it's their own Google Gemini, or uh, you know, Anthropics models, is trained on TPU, that is a pretty uh good validation.

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