$GOOGL · Meet Kevin · 2026-11-09
说话者不持有 Google，即便 Google 与合作伙伴在推进 TPU8 芯片，他仍更看好另一家芯片制造商而非 Google；这是他的个人观点。
逐段跳播
Google推出新的AI芯片。那些是他们与Marll合作的那批吗？
Google pushes new AI chips. Are those their Marll partnership ones?
Google的芯片是什么？Google发布了其自研芯片的两个版本。呃，是TPU。呃，哦，这是，这些是与Broadcom合作，不是Morphell。呃，好。TPU8x面向运行敏感数据的企业和政府，用于安全且保密的推理，对吧？
那么，他们怎么保证CEO的安全？那可不妙。太早了，Kevin。这太早了。TPU 8 max扩展计算内存锁定DAP，使处理器仍配备中央数据。对吧？因为基本上，这个思路是，你知道，你不想让芯片负载过多余量。
呃，如果你加太多内存，最终会有闲置内存。呃，所以你要在处理能力和内存需求之间取得平衡，基本上，你知道，这是过度简化了，但基本上他们这里就是这个意思。
what's the Google chip? Google unveiled two variants of its in-house chips. Uh, it's TPUs. Uh, oh, this is the these are in collaboration with Broadcom, not Morphell. Uh, okay.
TPU8x was targeted at businesses and government running sensitive data for secure and confidential inference, right? So, how how do they keep the CEO secure? That's bad. It's too soon, Kevin.
It's too soon for this. TPU 8 max scales computer memory locks DAP so processors remain equipped with central data. Right? Because there's basically this is the idea that you know you can't you don't want to overload the chip with too much headroom.
Uh if you add too much memory you end up with stranded memory. Uh so you want to balance the processing power with memory needs basically you know oversimplifying but basically what they mean here.
我不持有 Google。我让 Google 难堪了。对不起，Google。我知道他们刚推出了 TP8，正在和 Broadcom 合作开发。比起 Google，我更愿意持有 Broadcom。这是我的看法，我的观点。
I do not own Google. I embarrish Google. I am sorry Google. I know they just came out with the TP8 that they're working on in combination with Broadcom. I would rather own Broadcom than Google. My take, my opinion.
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