Google's parent company Alphabet is reportedly developing a new server chip, internally called 'Frozen v2,' to improve the efficiency of its Gemini AI models. Expected to launch in 2028, the chip could be 6 to 10 times more efficient than current Google AI chips. This development aims to reduce costs and enhance performance for AI workloads.
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According to anonymous sources, Google parent Alphabet is developing a server chip codenamed 'Frozen v2' aimed at boosting the energy efficiency of Gemini models by 6 to 10 times, with a projected launch in 2028. This move is seen as a key step to reduce reliance on Nvidia and address massive AI infrastructure spending.
According to The AI Insider, citing anonymous sources, Alphabet is developing a server chip internally codenamed 'Frozen v2' aimed at improving the efficiency of its proprietary Gemini AI models. The chip is expected to launch in 2028 and is said to generate 6 to 10 times more tokens per unit of power than Google's existing AI chips.
Google did not directly confirm or deny the report but stated that its teams continuously research new hardware and software innovations to improve performance and efficiency, emphasizing its strategy of hardware-software co-design.
This move reflects a broader industry trend of AI companies developing their own chips to improve efficiency and reduce reliance on Nvidia, which has long dominated the AI chip market. Earlier this year, OpenAI released its first self-developed chip, 'Jalapeño,' and Anthropic is reportedly in discussions with Samsung about custom chip collaboration.
The chip news comes as Alphabet faces investor scrutiny over its AI infrastructure spending plans. The company plans to invest $180-190 billion. Following the report, Alphabet's stock rose about 3%, indicating investor optimism about efficiency gains ahead of the upcoming earnings report.
The core information in this report originates from The AI Insider, which cites anonymous sources. Google has not confirmed specific details, only issuing a general statement. The efficiency improvement claims (6-10x) and launch timeline (2028) are unverified assertions.
If Google's Frozen v2 chip achieves the claimed 6-10x efficiency improvement, it could significantly reduce the operating costs of Gemini models and potentially reshape the AI chip competitive landscape. However, this information is currently based solely on anonymous sources and awaits official confirmation or further evidence.
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