Marta Norton

Marta Norton is Chief Investment Strategist for Empower Investments, where she provides macroeconomic and market commentary, thought leadership, and analysis on trends affecting investors, including AI’s impact on markets and enterprise productivity. She previously served as Chief Investment Officer for the Americas at Morningstar Investment Management.

Google Turns TPU Capacity Into a Blackstone-Backed Neocloud

Bloomberg Technology’s Caroline Hyde and Ed Ludlow frame Google’s new venture with Blackstone as an attempt to turn Google’s TPU capacity into an AI cloud business outside Google Cloud. Bloomberg Intelligence’s Mandeep Singh argues the structure could help Google meet external demand for its chips by shifting more of the data-center burden to Blackstone, creating a TPU-based rival to Nvidia-centered neocloud providers.

Bloomberg TechnologyMay 19, 202614 min read